Level 4
Joined the community 03-11-2014
Level 4
Raleigh
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Are you trying to add it to an email you haven't sent yet? If so, when you in the email draft editing, there's an option at the top titled 'Edit Settings'. Click on that and you wi...
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Double check that the status in Marketo is an available option for SFDC for that campaign type. You can usually go to the campaign in SFDC and click Advanced Setup at the top of th...
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Our customers are typically on yearly contracts and if they do not renew, their SFDC type moves to Former Customer. When they move into Former Customer, they are basically a lead t...
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Hi Grant,Thanks for the input! I am referring to the Activity History. The contact is listed on the Opportunity, but isn't listed as primary or with a role. Here's a few screenshot...
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Hi Chia - I don't see this option anywhere or on the release notes?
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Hope someone can help! We've noticed recently that when our sales reps use the Outlook plugin to send their emails, the activity logged is only updating on the Account/Contact in s...
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Great idea, Justin! I just set this up and will see in the next few days if it's working properly.
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Wondering if anyone got the answer to this? We're running into the same issue.Thanks,Kelly
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We've set up an SLA so that anytime a lead becomes MQL we wait 5 days and if there has been no activity logged by a sales rep, an alert is sent to Marketing and their manager.Right...
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Does anyone know if there's a token to add to an alert email that will link directly to a contact's opportunity in SFDC? I use the {{SP_Send_Alert_Info}} to link to the SFDC/Market...
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