Level 2
Joined the community 06-08-2015
Level 2
Chicago, IL
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Thanks for the response. Whenever someone answers a progressive profiling question we want the answer to be visible on the contact page. Currently we add to interesting moments but...
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Hi, I'm wondering if I can add a new tab in the Marketo Sales Insight view in Salesforce and then send specific information only to that tab. We find that some important informatio...
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So basically I'm just re-adding the primary contact to the opportunity again? That's a good suggestion. I'll see how that works.
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Yes, that's exactly what I mean! Thanks for the suggestion. I will try that!
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Our sales team has the ability to create new opportunities from contacts only. The reason we have done this is to assure that a primary contact role gets assigned to every opportun...
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Hi,I uploaded a static list to a program list asset. Everything is correct in the list however the leads were added as members to the wrong program. I assume I incorrectly chose th...
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