We have a high demand for dynamic email fields for internal workflows based on data in SFDC. If a particular field is populated, we want someone internally to be cc'd on the emails...
This would be very helpful for things like billing reminders because oftentimes the same email contact gets multiple billing notices that have the same email but different account ...
Ahhhh I just figured it out! I have to change "view summary" to "Summary" instead of the defaut which was "schedule" as shown in the attached screen shot.
With all of the changes, this seems to be difficult for some reason. Where do I change the name of a program? Everytime I click on the name, it takes me to the calendar and nowhere...
Program status was registered but that was step 2 - here is how it was set up:1 - invitation - send email, change program status to invijted, sync to salesforce2 -Confirmation - Ch...
Good morning,I recently switched from WebEx Event center to GotoWebinar and I've reviewed the instructions which appear to be the same but the results were a disaser. Here is what ...
Kristen, how do I run that report? Josh - I have been tasked to specifically report the lead conversion rate (tied to opportunities) and I can't find this anywhere.I should mention...