Edward_Masson

How do you have your CRM set up for new new leads?Do they go into queues or automatically assigned to a sales rep?If your CRM is set up to assign to a rep, then using your above flow will work (if using Lead Owner on alert flow step).

One way we use snippets for our footers for emails on our international offices. Each footer has brick and morter address and policies links for that country. Snippets help with that. Then moved to using segments with snippets.

Doh!!!I knew it was something as simple as that... I need a coffee to wake me up.Thank you so much!

Depending on the order there are in and they are being used throught out your website, the next visit will show in the order they are in.

Its per one account/company and you can extract to a sheet. Sound like you dont have RCA.Depending on how your business is set up (Every Contact is associated to a role in an Op and using primery contact in an op). It helps to have to Primary Contact in an Op and use Op roles for the below example: ...

Do you have Opportunity Influence Analyser as part of your instance?Its a great visual view on One accountHere you can select an Account and then select any oprotuinites tied to that account, this pulls in all the marketing touch points with that account and all who are attched to that account. It c...

Its in Sales Insight section in the admin area

Are you trying to export them out from Marketo and preseve characters?If you export as a CSV you won't be able to preserve the characters. If you select Tab Delimited, this will preserve the characters.

Adding to this older discussion, I too was running into issues around this. But I now think Marketo has added the Acquisition date automatically when the Acquisition program is set manual.I have a Global marketo form and a SiteCore webpage, when my lead fills out the Global form, I have a flow actio...