no - we're small enough of a team, and I'm in the weeds enough to handle individually. But there really shouldn't be much done form by form. I have about 4 or 5 baseline forms that...
I'm assuming you're talking about ContentAI for Rich Media?You can see ContentAI in your lead activity, so it depends how you're tracking your sources now. Unfortunately there isn'...
this, as is, can be triggered if one person clicked the same link twice (not what you're looking for). I think it'll need to be built out a bit deeper.
The main thing to take into consideration is what is called "race conditions" -- if there's any data append or ancillary programs that could update data, you don't want to check un...
another safe guard is to remove 'edit form' from your Design Studio Roles -- I implemented that so every form modification had to come through a centralized place
So you're saying you'll have contacts added to a closed/won opp that you THEN want to email? I was assuming that you wanted to email the contacts associated with the opp when it's ...