Level 2
Joined the community 17-04-2018
Level 2
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I'm not using the convert person flow step. The sales rep is converting this record from lead to contact in SFDC.So are you saying you don't see the sales owner in the detail? You ...
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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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Anne Angele Floyd AlvaresHmm. Maybe we'll explore the this separate nurture idea. So given this idea what is the end game here? If they purchase you just attribute them success f...
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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 te...
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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 som...
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Thanks Grégoire. I think the thought is people are hoping we get demo information on repeat form fills using progressive profiling. In my experience it's only been the overall pers...
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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 hi...
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Thanks Jay. So essentially when they get to a form, or if someone imports their records (from an event or something); they can fill out the fields that you've blocked, but the chan...
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Hi Josh Hill,Thanks for following up. You're correct in the data flow you set up. For contacts in the DB and in SFDC they would like to keep the information the same. They're tryin...
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Thanks. We'll probably end up using the flow for create task
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