Josh_Hill13

Vote up the idea to replace the editors.

I believe this has to be done in SFDC.Only SFDC gives you the option to transfer open tasks to the new lead owner. Marketo doesn't.

Sure. See my suggestions herehttp://www.marketingrockstarguides.com/archiving-assets-in-marketo-1197/

Then maybe a two step process:enter Program 1 and send Email 1then push over to Engagement Program.

Matt,I'd check out some of my slides on these:http://www.marketingrockstargudies.com and look for "engagement"The beauty of the Engagement is you can add new people any time, but each new lead starts at the top of the Stream. All you need to do is run the entry campaign again (or a new one) and say ...

This means you only have a single lead score field "Lead Score"You need to add more lead score fields (if you want) by going to Admin > Field Management > Add NewThe only reason to do this if you are interested in using Demo or Behavioral scores to manage the MSI stars/flames...or you are giving out...

Cheral,The default reports should only be cloned, but you know that 😉The best way to "reset" these is to create a New report of the type you desire. Those are all defaulted. I believe almost every report is set toDate Range=Past 30 DaysOpp Columns=Hidden (leads only)no other setup items chosen, but...

Do you mean importing a purchased list for emailing? Not Data.com or zoom?There are some threads on this someplace.I would say that, if this is legal in your jurisdiction, and the vendor is not emailing on your behalf that you dedupe against your list and suppression lists, which Marketo will do au...

I like your first approach.It depends on how you want to report: Content Based or Channel Based.Channel based creates more programs and is harder to easily reorg to show Content Based ROI, that is "Did my PDF do X?"Content Based is probably more complicated. If you did it right, everything would be ...

Marketo isn't capable of taking in uploaded files like that.So you'd have to have your developer use another system or tool to do this, possibly as Step X of a two step process.You could instead as for a Link to the file they upload. The link field would be text and you could use that to dl the file...