Level 4
Joined the community 05-02-2015
Level 4
Greater Detroit
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Hi Christina-I'm in the final stages of taking GS live - so I'll try to post anything that I find as "gotchas" to your post.Thanks,Brigid
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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...
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Hi Mel-What we have done that has been effective is to use a key term per template since you can type in the filter to render the tree-structure redundent.For example, if you have ...
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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...
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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 ...
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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...
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Hi Grant-I would support the removal of email sent but email delivered can provide some decent feedback in keeping tabs on the quality of the database since sales often sources its...
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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...
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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...
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Hi Takehiro-Do you have Lead Partition assignment rules set up? If not, any new lead sent into the system will assume that it should be added to the "Default" lead partition unless...
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