Itay_Billet4

Itay_Billet4

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Date Last Visited
4 weeks ago
Level 8
Joined the community 16-11-2011
Rank Icon Level 8
Marketing Operations Manager
Israel
  • Re: Activities cause data storage limit in SFDC

    Yes, they do appear in the activity log. I opened a case to support, hopefully they will be able to solve this..

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  • Re: Activities cause data storage limit in SFDC

    I'm referring to the email tab within "Sales insight" section.Should the emails have any specific settings?

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  • Re: Activities cause data storage limit in SFDC

    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 on the "email" tab. Do you know what can be the reason?

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  • Activities cause data storage limit in SFDC

    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 avoid this? I thought about passing these as campaign members with status "sent" to every nurturing email campaign, but it'...

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  • Re: Manage Leads from Existing Accounts

    I would definitely 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 use any automation / code to enforce this (i.e. SFDC automatically convert the lead into a contact if the account exist...

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  • Manage Leads from Existing Accounts

    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 them as leads and change ownership to sales (as in our case, the SDR team aren't supposed to call those).I know it's a ...

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  • Re: Track Leads Referred by Partner

    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 program / SF Campaign (in addition to the webinar program) ?

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  • Re: Filtering Duplicate Leads by Mobile Number in Smart List

    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 "phone", then merge the duplicates. (you can read some more information here: http://community.marketo.com/MarketoArticl...

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  • Re: Track Leads Referred by Partner

    Is there a way to achieve this without SOAP API?

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  • solved badge Re: Remove Members from an event

    You can also go to the Event, click "Members", choose your coworkers and change status to "not in program"

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Public Statistics
Date Registered ‎11-16-2011 12:40 AM
Date Last Visited 4 weeks ago
Total Messages Posted 343
Likes Received 95