Paul_Johnson

Paul_Johnson

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Offline
Date Last Visited
‎06-15-2020 01:53 PM
Level 5
Joined the community 12-01-2016
Rank Icon Level 5
Salt Lake City, UT
  • solved badge Lead/Contact Owner

    Hello Community. I'm trying to create a handful of custom views on Marketo Sales insight. On some of them I NEED the Owner name tab to exist. However, I cannot seem to add it to a view. Any advice? The standard "my team best bets" view has this tab on it so I know you shouldbe able to add the tab or...

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    1830 0 3
  • solved badge Marketo Sales Insight Owner Tab

    Hello Community. I'm trying to create a handful of custom views on Marketo Sales insight. On some of them I NEED the Owner name tab to exist. However, I cannot seem to add it to a view. Any advice? The standard "my team best bets" view has this tab on it so I know you should be able to add the tab o...

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    Discussions
    1787 0 2
  • solved badge retry skipped tasks

    Our salesforce sync was down for a couple of hours. Because of that, the leads that were suppposed to be pushed to Salesforce were skipped. Anyway to retry this action?

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    1388 0 2
  • Re: Salesforce Lead not in Marketo. Marketo Sales Insight defaulting t...

    Here is a screenshot. Yeah we don't want them in Marketo for DB size reasons. And this specific lead is very very old and determined not interested.

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    1458 0 1
  • Salesforce Lead not in Marketo. Marketo Sales Insight defaulting to hi...

    I'm having a problem where Salesforce Leads are not in Marketo, but the Marketo Sales Insight tool is defaulting to high score and high urgency. Do you know how I can fix this? Thanks!!

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    1494 0 4
  • solved badge Find Smart Campaigns that perform specific actions

    Is there a way to identify campaigns that perform specific actions?

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    1076 0 1
  • solved badge Marketo Sales Insight opportunities

    I'm having a hard time creating a view that contains just contacts with open opportunities. Any ideas? If I could only just sort out those with the "status header" closed lost and closed won it would work. (see image below). Any ideas would be greatly appreciated!One of the options within contacts i...

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    1543 0 1
  • solved badge Re: Email Script $ for tokens

    Sorry Jamie,What do you mean the right hand tree?

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    1926 0 1
  • solved badge Email Script $ for tokens

    I have a handful of custom fields I need dollar signs put before in an email I'm sending out. I'm having a hard time making an email script that will put the dollar sign before the number.The field is below. Any help would be much appreciated! ${lead.invoice1due}

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    2066 0 4
  • solved badge Program not recognizing success

    Any clue why my programs aren't recognizing success or program statuses? These programs are all synched to Salesforce. The programs have revenue associated with them, but the revenue isn't coming through either.

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    1570 0 3

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Public Statistics
Date Registered ‎01-12-2016 11:53 AM
Date Last Visited ‎06-15-2020 01:53 PM
Total Messages Posted 122
Likes Received 76