Edward_Masson

Does you sales team allocate Contact Role to contacts for every opportuinity?Some sales teams want to create opportuinity on accounts and therefore Opps will have no primary contact or role with the opp.

there is lots of fields like the one you mentioned that contains a lot of data or will take too long to query the database and won't render results after the searching has finished.Unless you know specifically what your looking for you can add the text.

Are you using MT (Multi-Touch) filters in your report? Also, there is a 24 hour delay. Reports viewed today are yesterdays results.

The Marketo Sync is a SFDC User not a Queue! In your image you tried to assign to a user not a queue.The last thing you want is the Marketo Sync User to own leads. This is what Marketo uses to connect to SFDC as a user.In the Flow section of a Smart Campaign you have limited options for further segm...

was there duplicate email address in your data load (CSV file)?Marketo automatically dupes by email address.If there was existing in you Marketo DB from the CSV file, there will be less.

Marketo cares about Leads and Contacts; SFDC cares about Leads and Accounts. This is why you see two types. It’s useful when you need to put people down different paths. SFDC Type 'Person' will have values of Lead, Contact, and User. (User being all the SFDC users in your company who can log in.SFDC...

when syncing, your smart campaign can be set up to check if there is an 'SFDC type (Lead/Contact) is not empty' this would let you know they existing in your CRM. And if so, in your Flow you can add the Task step to alert the lead/contact owner of action.

the email DIVs are really used just to ring fence your editible region. Emails are still coded with tables as you said email clients have not moved forward with this.we still use tables for email layout and add the DIVs to lock out areas for the marketing builders.

Mark P,how is your testing going regarding your solution above?

Mike your too quick for me... 🙂