I want to put the columns in order of the lead lifecycle (i.e. Known, Engaged, Qualified, Client, Recycled, DNQ) but cannot seem to move them.Sorry for the slow response and thank ...
Hi Greg - I spoke with someone at Marketo recently who stated that they have made updates to the template to work better in Outlook and other clients. Have you done any more recent...
Sherin Baday Were you able to figure out how to move columns in an RCA report? I am also trying to rearrange the lead status columns to reflect our funnel and cannot seem to move ...
Hi Ellie - Thanks for your response. I'm not sure it matters if I set it up as a trigger campaign or smart list. I just tried a smart list on sent and opened and the lead I tested ...
Jeff Coveney Were you able to solve this problem without using a 3rd party and adding a budget item? We are experiencing this issue right now. We just integrated SFDC into a 3-yea...
Wow! Lots to think about.@Greg - Salesforce is new to us and currently has no data in it. Marketo has 3 years worth. It sounds like Steven Vanderberg is right to upsert the data fr...
Hi Lauren,Thank you so much for your insights. Based on your experience I believe our experience will be similar. We used Saleslogix years ago until we transitioned to Connectwise ...
Thank you so much for your input. We are going to fix it by investing in Salesforce. Now it's just a matter of getting started with the integration. Are there any resources you wou...
Paul - Thank you so much for sharing your insights. My company has decided to move forward with a Salesforce integration. Now it's just a question of how to start that process!