Level 2
Joined the community 22-10-2012
Level 2
Chicago, IL
Marketing Automation Leader
Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Filter by user contributions
-
Use the Lead is Created trigger with a filter on the field you're tracking. Set that to the value(s) you're tracking, or just Is not empty . When a new lead is created, the perso...
-
0
-
0
-
1276
-
-
Try leaving the Due In field empty instead of using a value of 0. We create completed activity records this way all the time and that's the only difference I see between your flow ...
-
0
-
1
-
2213
-
-
Hi Courtney, the only way your lead can move out of Known is if it meets the specific qualifications to move to Engaged. People in the model will only follow the arrows along the p...
-
0
-
0
-
2818
-
-
You need RCA to create that kind of report. I've had to create similar reports for marketers wanting to know who engaged with what messages. An RCA email report will allow you to f...
-
0
-
1
-
2601
-
-
Count me in.
-
1
-
0
-
2978
-
Top Badges Earned
Customize up to 8 badges at the top of your trophy case for all other Community members to see!-
Applaud 25
Earned on 7.25.23
Earned by 442 people
Select to learn more
-
Boost 10
Earned on 7.25.23
Earned by 690 people
Select to learn more
-
Boost 5
Earned on 7.25.23
Earned by 1193 people
Select to learn more
-
Seeker
Earned on 7.19.22
Earned by 681 people
Select to learn more
-
Establish
Earned on 2.08.21
Earned by 2273 people
Select to learn more
-
Give Back 5
Earned on 2.08.21
Earned by 1243 people
Select to learn more
-
Give Back 3
Earned on 2.08.21
Earned by 1912 people
Select to learn more
-
Boost 3
Earned on 2.08.21
Earned by 1762 people
Select to learn more
.png)