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Hi Tammy,If you hover over my picture you'll see (one of) my email address(es). Feel free to contact me directly and I'll be glad to answer that question!Denise
But you CAN build logic to push the lead forward through from an earlier stage to a stage further down the success path. For example, using your screenshot, you can code so that if someone in Suspect's Lifecycle Status is changed to Sales Accepted, they will be pushed all the way through from Suspec...
Hi Megan,Progressive Profiling is kind of tricky to test for yourself because you are a known user to Marketo. So to test PP properly what I tend to do is use a browser I don't ordinarily user and clear all the cookies and cache first. Then go to the test LP and fill in the form as a new test lead -...
Hi Tammy - The RCM will execute the stage transitions dictated by triggers inside the directional arrows. However, the directional arrows can only move a person between 2 stages. So if, in your first example, the person is not in the Lead Nurture stage the directional arrow can't move her to MQ.RCMs...
Hi Kevin,Marketo doesn't distinguish between Lead Owner and Contact Owner. Where the Marketo UI says "Lead" that means lead or contact. The Sales Owner is the person who owns the person record regardless of whether it's a Lead or a Contact.Denise
Hi Grant - That's a good suggestion (between with a very low boundary). It wouldn't have worked for me in this instance though because I needed "in past before 1 hour."Please vote for the warning in the UI idea here: Thank you,Denise
Grégoire Michel, Sanford Whiteman - I modified my idea to just ask Marketo to comment the filter rather than change the logic because of Sandy's note. Please vote for it!
Hey Sandy -I don't see how your example fits the experience of the user interface here. In ordinary language - date is before mm/dd/yyyy means the date is not blank and it was prior to the cited date.This wouldn't break people's existing logic if their existing logic had the additional filter for "i...
Thanks, Greg! I just created the idea. It's here:Just noticed the typo in the Idea Name! I'd fix it but that doesn't seem to be possible.Denise
Am I the only one who thinks this is a bad design because it's illogical? I mean - if you say to a roomful of people - "raise your hand if you bought a car before December 30th, 2000" - would you expect people who had never purchased cars to raise their hands? There must be people who are using thes...