Kim_Allen

Thanks Josh! I've never had an issue with putting them into a hidden queue (so they're out of sales' way) but I may need to just exclude from syncing. My issue is I'm not yet sure how everything is set up in this instance (I just got this new job)... how would you recommend excluding them, right now...

Do you pull in period costs to the programs? If so, that should pull in dates (just month and year).If you'd like to use SFDC, you can easily create a campaign report and pull in start and end dates (this of course is dependent on if you populate these fields).Hope this helps!

Hey Irene,You can make rules based on whatever you want! Sometimes people do this based on actions (clicks, forms), sometimes based on personas in combination with lead scoring, and then the one I've used most is based on buying stages (percentages in SFDC).It helps to decide what this particular nu...

Hey Amber,I'd meet with your inside sales manager or someone in sales that has a leadership role (and if they like marketing that helps) and discuss if those "fast track" leads really are good MQLs for them.In my previous company, the sales team was very cooperative and we decided on certain criteri...

Hey Kay,1. I would filter out those leads so they don't qualify to go into your engagement program. I don't think you can pause them before they are even members but I would just keep them out to keep it clean. If you do need a mass pause though, you can use the Change Engagement Cadence flow and se...

Hi,Was this ever solved? We have the need to require city now in order to route lead alerts. Is there an easy way to do a picklist for this or is it best to just allow them to manually enter?Kim

Thanks Jason, had a bad feeling this would be the case!

Thanks Jeff.