Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Hi Shannan,In order to pull in Opportunity info, you'll need to do Email Scripting. It's quite involved. My work around was to include a link to a Salesforce report of recently created Opportunities so the team can view that info in Salesforce.
Hi Stephen,I agree with Kristen - CRM Fusion is particularly helpful for data cleanup. I use their Power Grid tool frequently and I think this tool could help you a lot. They also help merge duplicate records in bulk.There are many tools to help with the pain point your describe. Check out Reachforc...
Hi Vicky, All information will be kept intact when merging, include campaign history. To read more about what happens when leads are merged, or contacts are merged, or lead to contact are merged, check out this help article. In Scenario 1, if the two Contacts don't share an Opportunity, there will b...
Hi David, instructions to do this is located here.
I saw it in the actual email unfortunately!
I am noticing that it's going slower for me as well. This usually happens when I have a ton of filters in a Smart Campaign (more filters = slower speed). Never really found a solution...
I think Marketo Champion/Consultant Josh Hill could help. Here's his website: http://www.marketingrockstarguides.com/
Yes, you can add URL parameters/hidden fields and use different links on your various campaigns. Check out the discussion/links here for more information.
I *think* this is what you're talking about: Admin -> Login Settings. It's pretty good, in my opinion.
SalesLoft isn't free but it's a tool that allows you to grab email address, phone number, title, and other information if you enter first name, last name, and company name. Check out their "Bulk Upload Prospects" feature. Here's a trial with 20 free credits if you'd like to test it out.