Rachel_Egan

I've run into many many many situations where this would be helpful. You should submit an idea for it Myron Michalski​!

Hi James Glavin, have you implemented this? My team was looking for a similar solution and I wanted to see what kinds of unforeseen consequences you may have seen after implementation, or if it's working well for you. Any insight is helpful!

Thanks Ashley! I will look into these links.

Hey Ashley. Yeah, I thought about that as a possibility, however we would still have to take the data from that list and copy/paste into the communal spreadsheet. Basically, sending around Excel/CSV files to edit leads to too many errors with the versions and the exported spreadsheets wouldn't conta...

Got it. I will have to look into this deeper, however this is super helpful! Thanks so much.

Yeah, that's one of the main things i'm concerned about. For the Opportunity reporting, is it possible to block the "primary campaign source" from filling out for people who are at a certain member status? For example, if we send the invite, they are marked as "invited" in their member status. Then,...

That makes sense. The solution for us might be to only use the full capabilities of Campaign Sync if most of the people are ready to be synced with SFDC. Otherwise, we can set up Smart Campaign flow steps in Marketo to only sync over the people who are already in SFDC.I guess the other way to think ...