Grant_Booth

Level 10

Joined the community 01-08-2013

Level 10

Portland, OR

Sr CRM Administrator

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Re: All of sudden, we now need to refresh, individually, the tabs of a lead...

by Grant_Booth in Product Discussions 09-23-2015
Latest Post 09-23-2015 by Grant_Booth

Good to hear! If you arrive at the activity log view the results of a campaign, if I remember right it adds a "panel=activity" parameter or something like that to the URL, and refr...
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Re: All of sudden, we now need to refresh, individually, the tabs of a lead...

by Grant_Booth in Product Discussions 09-23-2015
Latest Post

Hi Dan,I believe the different tabs are cached, so an ordinary browser refresh doesn't necessarily do it - if you hit CTRL F5 to refresh and clear the cache as well, does that do t...
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Re: Schema to Create Custom Activites

by Grant_Booth in Product Discussions 09-22-2015
Latest Post

Hi Ling,Please ignore, my previous comment - I thought you were referring to a different process. Rereading your post I understand what you were referring to. The "Primary Attribut...
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Re: Schema to Create Custom Activites

by Grant_Booth in Product Discussions 09-22-2015
Latest Post

Hi Ling,Is it possible for multiple projects to have the same Project Name? If not, then this should be fine. I think most people would have a "Project ID" field as well though, wh...
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Re: Best Practice/Suggestions for Handling duplicate leads

by Grant_Booth in Product Discussions 09-17-2015
Latest Post

Hi James,We also have a post from our developers' blog which explains how to validate against personal email address domains:http://developers.marketo.com/blog/restrict-free-email-...
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Re: Marketo support issues

by Grant_Booth in Product Discussions 09-09-2015
Latest Post

Hi Rebekah,I looked up your account and found the case I think you're referring to. It looks like there may have been some kind of workflow error in our CRM which caused this to fa...
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Re: Segmentation

by Grant_Booth in Ideas 09-09-2015
Latest Post 09-09-2015 by Grant_Booth

It looks like a lot of good workarounds are suggested here. The fact that segments don't overlap is very intentional, however, as one of their primary functions is to specify dynam...
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Re: Extreme Latency with Email Sends

by Grant_Booth in Product Discussions 08-13-2015
Latest Post 08-13-2015 by Grant_Booth

Hi Catherine,Could you describe how you were sending the email: Email program, smart campaign, or engagement program? If a smart campaign, were there other flow steps in the campai...
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Re: Nurture Program Success - Stop emails?

by Grant_Booth in Product Discussions 08-13-2015
Latest Post

Hi Jean-Pascal,No - to stop them from receiving emails, you would need to one of the following:1) Set the lead's cadence to Paused (use the "Change Engagement Program Cadence" flow...
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Re: Unable to add new user "This userid is in use. Choose another email"

by Grant_Booth in Product Discussions 08-12-2015
Latest Post 08-12-2015 by Grant_Booth

Hi Summer,Correct, the email address can only be associated with one instance (everyone logs in at login.marketo.com), although you should be able to use it once that user has been...
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