Level 10
Joined the community 30-01-2015
Level 10
Jacksonville, FL
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We just discovered our field is being issued this "SalesForce Outlook Connector". I've never heard of this feature before for SFDC and Outlook and frankly it scares me quite a bit ...
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Yes, you can absolutely change the score from +20 to +10. And then if you want to make it retroactive, I'd do what Dory suggested with the -10 for those that have already run throu...
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Hi Shirleen,Our sales team really likes the plug in. It allows them to have normal back and forth trackable conversations with prospects instead of one-off's through SFDC. There ar...
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Hi,This is a small idea but I'd really like to be able to have more control over the order of my folders. Currently, I use numbers for most of them but for the others if I want to ...
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You can sync to an existing campaign... just search for it in that same place in the program.So is it the existing SFDC campaign the same campaign type? Ex email statuses?
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Hi Colby,When you create the email program are you creating a SFDC campaign that syncs? You can find this in the setup. You will need to set up smart campaigns to change the lead s...
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This usually doesn't work correctly when you're testing.Try creating a smart campaign to test instead of sending sample emails. Just send to yourself or the seed list and then try ...
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I'm seeing a trend here, thanks guys!
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Hey Josh - I mean like does it still count the tokens of the larger program and if the email is under the email program is it still "local" to the larger one?
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Absolutely! in forms 2.0 click on that field you want the rules based around and on the right-hand side you'll see "visibility rules"... click on that and enable and there you dete...
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