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How about just a list of all the files? (Thanks for your many helpful posts Gregoire!)John
Is there a way to run a report of leads who have hit their communication limit for a given week?
Thanks Gregoire,For example:We have a contact role in SalesForce called "HIS Contact." I make a smart list and drag the filter for "Has Account Contact Role" to the workspace.I add the constraint "Role Is HIS Contact"I would expect this smart list to show me all the HIS Contacts in our SalesForce, w...
I am trying to send emails to names with specific Contact Roles in SalesForce. I have synced the Contact Role field in Marketo, but when I filter for a specific role, I get all the names from every account where someone there has that contact role. I can't see a way to isolate just the person with t...
I am creating a Marketo program but the default statuses do not match what I'm trying to do. Where do i edit these?
If I add the same email to two streams in the same engagement program, and a lead moves through both of those streams, will they get that same email twice?
Thanks Josh,So if a second stream in the same engagement program has the same email (not cloned), a person moving from one stream to the next would get that email a second time?
We have several 26-week engagement programs. After a lead has exhausted the content, we would like to refresh their status and start them again at the top of the stream. Is this possible?I have considered cloning the program, but we have several of these, and as we try to update emails and manage le...