Level 4
Joined the community 02-01-2013
Level 4
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Josh, That wont work because we use a queue - all leads are assigned to a general pool until a rep obtains an opportunity. This is why I have round robin set up. I need to be ...
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Seriously? There is no way to send an email to a contact based upon a triggering action such as the product manager turning on the flag and that would prompt an email on that recor...
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I'm utilizing random sample to send alerts to sales reps when someone downloads a product brief. The problem we are running into is if someone downloads multiple briefs, multiple s...
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Steven, I'm trying to send an email based upon an action but the problem is I'm not getting the option to insert a token for the lead email - there is no "to" option, just the emai...
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Okay, to make this simpler, I've changed my smart list trigger to be an attribute change on the contact entity. So when this field is marked with a certain product, "SFE Status" - ...
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I am trying to set up a flow which says when a custom field is updated (it's a field that pulls in a contact/lead) to send an email to the person that was pulled into that custom f...
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I'm still curious as to what to do about this. I have yet another list to import but dont want them co-mingled with contacts - any suggestions? Also, is there a way to import a lis...
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Exactly what I thought - but it did. If there was a contact record, it added it as a lead so now I'm stuck converting about 600+ leads and matching with the existing contact record...
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Yes. Do a one time flow and call it "data normalization" or something like that. It can be a one time run to change the label matching the criteria you're looking for. Then you can...
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I imported my first tradeshow list into marketo and ended up with an adminstrative nightmare. I had duplicate leads entered where there were already contact records. How do I impor...
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