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Joined the community 02-06-2015
Level 2
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Josh,Are you recommending those statuses at the engagement program level? I think so, but want to make sure. I think that is right, but you also need some tracking at the individua...
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Hello Juli,How did you end up setting things up?I think it is better to have clear statuses at the engagement program level and use that to track the overall success of the program...
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I mean program tags.Sorry for the confusion and thanks for the help.RM
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Hello,Can you limit access to tags by workspace or are they always global and accessible for use by all?Thanks,RM
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Thanks for the help Scott.
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Hello all,Not sure who to address this one to.....so i will throw it out there.Search on University used to work pretty well, until Marketo decided to "improve" it.I just did a sea...
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Thanks for the tips. I will take a look at that other video.RM
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Hello,I just sat through an online course about the basics of engagement programs and they mentioned training for Advanced Engagement. Have anyone seen anything. They said there wa...
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That would work!Sounds like there is no filter for "was part of the program".I know that you can get this info from the activity log on any given lead record. In another company, w...
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We have a number of nurture streams and will be asking leads if they desire information on other topics as part of these streams.If they answer in a way that leads us to believe th...
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