Tara_Rowe

Hello,We are changing a few ways our company uses lead routing as well as introducing a SDR team. Ideally we would love to move to round robin but do not understand how it can work if a account is already owned? Can you still round robin if the account has a owner, or how would you work around it. T...

Hello,I am trying to think of the best way to organize some lists we have coming thru. These lists are for a one time email only and should not be included into the general database unless they become MEL. I can add them into their own program and reference the program for any emails to remove those...

I am drawing a blank....Our contact type in our web form list is not matching the drop down contact type in SFDC. Meaning we are bringing in leads through this "bad form" which are not mapping correctly to SFDC. Where do I go to make this change to this form. I found the form in Marketo and on our W...

Hello, We are testing in sandbox deleting and updating leads to see how the sync is working after putting a flag in SFDC to hide leads. It was great until I went to delete the lead in Marketo and it then deleted in SFDC. We want the lead to stay in SFDC but delete from Marketo. Is there a way we can...

Hello,I am trying to create a Smart List of contacts with no email address (we have thousands of these in our Marketo) and see if they have any activities on the account from SFDC. I am aware of how to check and see if a Activity was logged or updated but I need to determine if there is a actual act...

Anyone using AdRoll for re-targeting? We have conversions that are happening but we cannot see who they are? We use SFDC but do not want to integrate since there is no value in seeing who is clicking through unless we push it out through our database. We can create landing pages with a query string ...

Trying to figure out duplicates in Marketo and how to manage or create work around rules in SFDC that would not allow some data come over, specifically if there is not email address.What happens if you have someone’s name and phone but not their email, then they fill out a form and give the email (b...