One solution is exporting all leads into an excel and filtering only the ones that "First Name = Last Name" , then create a custom field in Marketo. Create a column in the excel fo...
Hi Nicole, we are using Sales insight (mainly Interesting Moments and web activity tabs). However, I have a case that a lead recieved several emails, but those emails don't appear ...
We're syncing activities on "Email Sent" to Salesforce. This causes hitting our data storage limit quite fast, as we're sending many nurturing emails. Is there any good way to av...
I woulddefinitely like to see all leads as contacts under these accounts. The process is not firm enough, so there are some cases that existing customers are left as leads..Do you ...
How to you usually treat leads that are coming from existing accounts (either open opportunities or customers)?Not sure if preferrable to convert those leads into contacts, OR keep...
Ok, this was my initial thought. The only thing I'm wondering about is tracking in Marketo / SFDC - should we track it by a custom field (something like "Referred by") or also prog...
Currently it is not an option, but maybe you can suggest this as an idea.What you can do to follow up on duplicates is create a smart list of duplicate by Name / Email and sort by ...