Wow. Thanks for posting this. I always thought it defaulted to whatever was in SFDC (because that's what it always seemed like when I'd go to merge them). Learn something new every...
We use Rybbon and love them. You're able to send customized emails using email scripts, which means tokens are A-OK. If you want any specific info, let me know!
All that said, you can still track the number of times an asset was clicked on by adding Google Event Tracking to the link: Google Analytics Universal Event Tracking Set Up and Con...
Ah, yes, I saw that thread about HTML getting stripped out of MSI. And that was my next question: how MSI functions when you have someone in the system as both a Lead and a Contact...
Interesting. So do you have any problems with maintaining the history then? I don't see why that would be an issue, but you never know. As it stands with our current instance in SF...
I didn’t share the email with anyone. Just for clarification, the email you've sent doesn't have to have been shared with anyone; it could have been any email sent in the past, as ...
What is the reason for having the same person as both a lead and a contact? We have this same situation in our own organization for several reasons, but it does pose a number of pr...
Hi, JB!For the Smart List, you would just add whatever filters you'd like to the Smart List and then create a view in the Leads Tab. It should look something like this:Hope this he...