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Joined the community 17-09-2018
Level 3
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Thanks for that additional information. I did have one last question. Do I need to have the date filter in the smart list of each list or in the reporting smart list?
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Thank you for sharing! Can you expand on these two:One of the most efficient ways to cut down on build time of a program that remains pretty consistent from month-to-month is creat...
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Hi Denise,Thanks for the quick reply.Would it be easier for me to create the months or do it this way? Ideally, I'd like to setup a subscription so it just emails it to me every 2 ...
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Hello,I need help pulling lead source reports. Do you all know how a lead source report created? I found this as a legacy report and am trying to update it for my needs now. How do...
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Hello,I need help with this again. How is a lead source report created? I found this as a legacy report and am trying to update it for my needs now. How does this standard lead sou...
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Hi,How do I pull data that shows how many leads came into marketo and what their source is? I see the person report but I'm not sure how to set up the smart list. Anyone have a bes...
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Thank you! I've been manually merging but will need to get the batch merge thing setup. One other question - is there a reason the records didn't sync up in Marketo when I uploaded...
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Hi Floyd,Sorry for the delay. So the new record didn't sync over to SFDC and the other existing record in sfdc didn't get the information for the new one I imported via a list. Do ...
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Hi Floyd,Do you know if the auto-merge solution is associated with a cost or something I can setup?They newly created record does show the activity in Marketo, however, the sales r...
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Hi Josh,Yes, the records have the same email address. So, the records lived in SFDC as contacts already, however, in order to segment the way we wanted to I had to import a list of...
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