Bianca_Monteiro

Bianca_Monteiro
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Date Last Visited
‎06-28-2021 10:58 AM
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Joined the community 24-10-2019
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  • Re: Finance wants to track invoices sent to customers through Marketo
    by Bianca_Monteiro name dot 06-18-2020

    Amy Thanks for getting back!Currently, finance sends invoices directly from the company group outlook email. They don't use an external toolI found some outlook plugins to track emails sent directly from outlook, but I don't know if that'll workDo you have any suggestions on how to track metrics for...

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  • Finance wants to track invoices sent to customers through Marketo
    by Bianca_Monteiro name dot 06-17-2020 quickview

    Hello Marketo Community, My Finance team wants to be able to track email sends, opens, clicks for invoices they sent to customers through their outlook and management is keen on using Marketo to track it and not any external email tracking plugins for outlook. I found a solution for this through Mar...

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  • How do I not convert lead to a contact in Marketo?
    by Bianca_Monteiro name dot 03-06-2020 quickview

    We do not have "Leads" in Salesforce and have built a lead convertor with various criteria to automatically convert leads to a contact, account, and opportunity. I want Marketo to bring in all people to salesforce as leads, even existing contacts should be into Salesforce as a lead and then Salesfor...

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    1264 0 1
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Date Registered ‎10-24-2019 07:04 AM
Date Last Visited ‎06-28-2021 10:58 AM
Total Messages Posted 3
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