Kelly_Schmid3

Kelly_Schmid3

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Date Last Visited
‎04-03-2025 10:48 AM
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Joined the community 03-11-2014
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Raleigh
  • Re: New view for MSI best bets

    We could filter by lead score, but that's not going to bring up the leads that our SDR has recently interacted with. I'll try using the Last Activity filter and see if that will work.

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  • Re: Is the marketo ball in the upper left corner disabled for anyone e...

    No issues here either. I agree with Dory, try Firefox and Chrome and if that doesn't work, contact support.

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    1523 0 0
  • New view for MSI best bets

    I'm trying to create a new view for one of our SDRs. We have active calling and email campaigns for our SDRs, however they are not the lead owners so their 'hot' leads aren't showing up in their feeds. I'm trying to create a new view that will show the SDR's hot leads, but can't figure out what addi...

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    1771 0 4
  • Re: Revenue modeler needs min 5 stages?

    I added back in the MEL stage that I had previously deleted and the modeler works again. So looks like you definitely need 5 stages after anonymous for the path to work properly.

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    2727 0 0
  • Re: SDR outbound calling campaign success

    Yeah we had talked about member status, but it's not ideal to go from the lead record into the campaign member list and change each one as they get ahold of them.If we used a special status on the lead, what trigger would we use for success in Marketo?

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    952 0 0
  • SDR outbound calling campaign success

    HI all - wondering how people are handling any outbound calling campaigns for SDRs. We currently have a few SDRs that make outbound calls to qualify leads. We want to be able to track anyone that they actually talk to as a success (not lvm). I tried pulling - Activity is logged as call and Type = ca...

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    1003 0 3
  • Re: Revenue modeler needs min 5 stages?

    Leads that become MQL are coming from the success path, which is why I don't understand why I'm receiving this error. I have 4 stages after anonymous, with another 4 detours. I removed the MEL stage, since we have an SDR team that vets all new leads and moves them manually into the MQL, Unqualified ...

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    2727 0 0
  • Revenue modeler needs min 5 stages?

    Can someone confirm this is my issue here - I'm currently finalizing our revenue model/lead lifecycle and recently removed one of our stages. Now when I go to approve it, it gives the error, "At least one success path stage must be assigned to phase 'Marketing Qualified'. I was reading a document ab...

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    2892 0 7
  • Sending email with Marketo Sales Insights

    How many records can sales send an email to via Marketo Sales Insights? I found an old article that said 200, but wanted to see if that has since increased?

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    930 0 2
  • Leads falling into multiple segments - how to set up email?

    We are trying to send an email that lists multple values - username, password, etc. We have fields set up for these, however, people have multiple fields populated so using segmentation won't work since they fall into multiple segments. Is there a way to build out our email so there aren't big line ...

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    639 0 1
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Date Registered ‎11-03-2014 08:59 AM
Date Last Visited ‎04-03-2025 10:48 AM
Total Messages Posted 81
Likes Received 19
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