Carmella_Dunn-H

Ah, okay. We don't have RCE but probably best to build the steps into RCManyways.When leads move from Known > SAL we *are *currently stamping both SAL andMQL dates. However I'm wondering if, instead of stamping an MQL, we shouldbe giving them a unique stamp to indicate that they were a cherry-picked...

Good question Sanford, That would probably work just as well, and probably better since the field is unique to the channel. Maybe I was just curious to try the webhook

Hi Greg, Thank you for your response! One detail I did not include is that our main concern is setting this up to report on in Brightfunnel, which relies on SFDC Campaign Membership to count touches. With that context, here’s how I ended up solving this, at least for now: First, I built out bucket ...

I found an idea for this created 3 years ago here: Surprised it hasn't gotten more votes. The best practice I've put into place is just getting in the habit of cloning the program template every time. This also helps me to catch updates that need to be made to the template itself.