Hi Dory-Our implementation has been rather rocky as well - wondered if you could shoot me any insight your teams had (i.e. vendor issues, unrealistic expectations of product and wh...
Hi Dan-Does your team use Office365? We send approximately 18 reports daily to ourselves and some people have them showing up in the new Office 365 folder called "Clutter". Just an...
The value of the flames and stars are stored as fields - so it goes a bit beyond the Sales Insight window as it will be sending a (potential) new value - so it will increase the am...
Hi Vicky-Unless they have turned off their cookie settings, any website or email open would start the cookie path (even anonymously on the web property) based on the Munchkin being...
Hi Christine-Are you connected to your CRM live? Reason I ask is that radical score changes are going to affect the entire database as MKTO's algorithm is partly derived from what ...
Hi Gerard-One question you will have to address is why you are trying to remove visibility from existing records in your CRM - are you trying to protect them from edits? Are you lo...
Hi Leah-I would recommend investigating how often you are firing certain data management clean-up efforts (are your triggers tight enough), how often do they need to fire (daily, w...
Hi Knox-If you want to do this (which I wouldn't recommend necessarily), you will want to go to Salesforce options in the Admin section, choose Enable Activities, and select Sent E...