Mark_Farnell

Mark_Farnell

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Date Last Visited
‎02-19-2020 01:20 AM
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Joined the community 22-07-2011
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United Kingdom
  • Re: data.com vs. Hoovers vs. OneSource

    Apologies for delay in replying - we went with OneSource. Decision based on data quality (we think OneSource has an excellent variety of sources) price and the ability to set up news alerts. Having said that, I do believe that data.com has a good USA product.

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    Discussions
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  • Automatic Email Program Program Status Update

    I am a big fan of program statuses. It's always worth the extra time to build in a couple of smart campaigns (which can be cloned of course) to update these statuses based on lead behaviour.However, surely there must be a away of automating this for email programs, which are the most often used for...

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    Ideas
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  • French translation - special characters

    We're beginning to build out a french web site which will need french landing pages and forms. How do I make the various special characters in French appear e.g. the accent over e in Prenom? I'm not a french speaker by the way. I will need to do this on forms and landing pages. I know we can cha...

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    Discussions
    1413 0 2
  • Re: Top 100 Leads View

    Thanks Mark - our guts use this too. It's great.BUT I want to have a field called RANK that ranks every lead (by owner) according to score then filter the list for all leads where RANK is less than or equal to 100. Because we than track the date of the last activity, my filter for Date of Last Act...

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  • Re: Top 100 Leads View

    Hi ItayThanks for the above. That's as far as I have got, but I am looking for a way to limit the list to the top 100 for that person. I am thinking some kind of ranking formula which updates each night, but am not sure how to achieve that.The reason to limit to 100 only and not the complete list ...

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  • Top 100 Leads View

    Is it possible to create a view, not a report, in SFDC of the top 100 leads, by lead score, per lead owner and status e.g. engaged. My use case is that my telemarketing team use the list view to make calls from SFDC (we use the phone field with click to dial via SFDC) and they want to see the top ...

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  • solved badge Re: Webinar Reminders

    thank you Jeff; yes it still needs to be done but it's one less smart campaign to manage.

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  • solved badge Webinar Reminders

    On our webinar programs we schedule a reminder for 1 or 2 hours before the webinar; it's done as a "batch-run-later" campaign.However, this particular campaign was not set on a recent webinar and we lost c. 60% of our usual attendance due to this. So the first thing is to say that, anecdotally at l...

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  • Re: How to update Acquisition Program and Date after import to Salesfo...

    So, further investigation reveals the custom Program name was read only and the when we changed the custom Date field to be date only the sync started.

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  • Re: How to update Acquisition Program and Date after import to Salesfo...

    We have a trigger campaign from when a contact/lead is added to the specific SFDC campaign in question (with no existing acquiisition program). We have one of these for each program/campaign sync. This sets the acquisition date using the {{system.dateTime}} token and the acquisition program to tha...

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Public Statistics
Date Registered ‎07-22-2011 07:45 AM
Date Last Visited ‎02-19-2020 01:20 AM
Total Messages Posted 165
Likes Received 45