maggie_Ring

Level 2

Joined the community 06-08-2015

Level 2

Chicago, IL

Badges

Accepted Solutions

View leaderboards

Filter by user contributions

Re: Can you add a new tab in Marketo Sales Insight

by maggie_Ring 09-18-2017

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 it quickly falls down the list as more interesting moments happen. Users would need to open the list and search for an ...

Discussions

2105 0 1
Can you add a new tab in Marketo Sales Insight

by maggie_Ring 09-18-2017

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 information is getting lost in the interesting moments.

Discussions

2242 0 3
Re: New Trigger: Opportunity Created

by maggie_Ring 02-17-2017

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.

Ideas

3563 0 0
Re: New Trigger: Opportunity Created

by maggie_Ring 02-17-2017

Yes, that's exactly what I mean! Thanks for the suggestion. I will try that!

Ideas

3563 0 0
New Trigger: Opportunity Created

by maggie_Ring 02-13-2017

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 opportunity. Unfortunately, Marketo doesn't recognize this action as a contact being "Added to Opportunity" and there is no oth...

Ideas

3647 3 6
Can you change the Static List "Aquisition Program" after uploaded?

by maggie_Ring 04-11-2016

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 the acquisition program. Does anyone know how to go back and change this? Thanks!

Discussions

1110 0 1

Lead Management