Paul_Johnson

Paul_Johnson
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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
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  • solved badge Re: Trigger When enters Smart List
    by Paul_Johnson name dot 04-19-2016

    Right now this is what i'm using to trigger the campaign. However, only about 1/3 of the people in the smart list are being sent the email. That being said, I image it's because it's only being sent to people who's opportunity is updated after they are already in the smartlist. Correct?

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    Discussions
    3359 0 5
  • solved badge Re: Trigger When enters Smart List
    by Paul_Johnson name dot 04-19-2016

    Thank you!The goal here is to send out an email when the opportunity is marked as one.....as long as either it doesn't need approval from a manager or it has been approved by a manager.

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    3359 0 1
  • solved badge Trigger When enters Smart List
    by Paul_Johnson name dot 04-19-2016 quickview

    Hello! Is there anyway to create a trigger when a lead becomes a member of a smart list? I'm having a hard time triggering a campaign to be sent out because all the changes made to the lead happen before they enter the smart list. I hope this makes sense!

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    Discussions
    3438 0 10
    Lead Management
  • solved badge Linking lead and Partner in Form
    by Paul_Johnson name dot 03-03-2016 quickview

    Hope I can word this question correctly. I am trying to create a form in which a partner of ours can go to the form, fill out who they are are, and fill out the referral they are giving us. I am hoping to link this information in Salesforce. Hoping to have the partner linked to the lead referral. Al...

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    Discussions
    1729 0 2
    Lead Management Partners

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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
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