Josh_Hill13

I doubt they would do this.If your client needs that level of security, they may need a different level of system.

Create a "test flow" and send a real email only to yourself. Fwd to friend will work.Use Email Address IS "you@you.com" to do this. Your test lead must exist in the system already.

You can try creating a folder "shared Templates" and then right clicking, press Share and add it to the other WS.Then go to the other WS, and try to clone the template into that WS. It should work. You might only be able to view it though.

Which activities and which type of campaigns?Other places that might help: Program Performance which can break down Net New, Success, and ROI basics for a time frame. Campaign Performance - focuses on # qualified, so it could be helpful. Lead Performance - you can group by a number of fields and ...

You can't really do this with the existing reports. What you might try is running either a smart list or a Lead Performance report with Activity Date or Created At and Group by that. You'll have 4 reports. What precisely are you trying to report on?

You need to setup the Program to auto sync to the SFDC Campaign as well as setup Status flows to push that info to the SFDC Campaign.

Yes, you can do this. I'd recommend creating smart lists that correspond to your choices:Apples and MA, NH, RIApples and NC,SCthen your choice steps in Sync Lead to SFDC areMember of Smart List in #1 > Bob SmithMember of Smart List in #2 > Sally Jones

Perkuto has a team we can help you with.Generally you need someone who actually codes. The design part can be done by anyone in house or at the agency.

You'll have to test this with your list.I'd expect that June-Aug is the best time because they are preparing for the next year, but since school year FY are July 1-June 30, you need to get in during Sept-Feb.As for day of week and time, think about it and test it. Most teachers get to school between...

Grant,the Workspace/Lead Partition still dedupes against email address, so you can't force a lead in one LP to move to another LP, even with SOAP.You would need to move the lead to a LP that the WS can see.As for support, please ask your Client to add your account to the approved list.