Jason_Alford1

Hi,Quick question. In your activity log; what do you see for detail on a "Convert Person" Activity Type? We use SFDC as a CRM. I see the sales owners name in the detail.

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I like coming to the board to see how other people do things, and see if someone is doing something similarWe don't want to pass leads with a small company size off to our sales team, and we'd prefer to encourage those under a certain "Num Employees" to do a self service type of deal where you can g...

Hi,Putting records in a 3 month wait step for some reason kind of makes me uneasy (maybe I'm overreacting), but is there a good alternative I could use instead?Maybe I could do something like set a date field for {{system.date}} + 90 days. Then have something run based on the date that field shows? ...

Hi,So for our lifecycle we're thinking we're not going to allow leads to be pushed to the sales team unless they have some type of a demographic score (we haven't determined how high of a demo score yet). Looking for opinions as to what people think of this way of thinking. For those of you that do ...