Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

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Re: notification on queue change

by Sherry_Hale 02-05-2014

Thank you!

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1890 0 0
Re: notification on queue change

by Sherry_Hale 02-05-2014

Ahhh I didn't know the lead owner would show the new owner, yes that does resolve my issue! How do I link the lead record in the alert?

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1890 0 0
notification on queue change

by Sherry_Hale 02-05-2014

I have a flow set up which allows a notification to come to me when a rep changes a lead to their own queue in salesforce but I can't see WHO made the change. I am already using my max 'track fields' so I was hoping that Marketo could have a token to tell me who made the change but I'm not seeing a...

Discussions

1912 0 4

Lead Management
Re: task reassignment notification

by Sherry_Hale 01-08-2014

Hmmm, there are many tasks set up for everyone every day though, like every time a price page is visited for example. If they remain in the static list, wouldn't a notification still happen everytime ownership changes? What would the set up look like? I can't locate the "if task ownership changes" ...

Discussions

2019 0 0
Re: task reassignment notification

by Sherry_Hale 01-07-2014

Hi Jeff - I am not looking to switch ownership....I'm looking to be alerted if ownership changes.

Discussions

2019 0 0
Re: task reassignment notification

by Sherry_Hale 01-07-2014

Thank you Mark. I tried to set up a flow that said when a task was updated, but there was no option to say when it changes, to send the alert. Can you show me the set up? I started with a trigger of "When activity is updated" but there is no option to say "If rassigned or if owner changes" to send...

Discussions

2019 0 0
task reassignment notification

by Sherry_Hale 01-07-2014

Is there a way to notify an original task owner if the task owner was changed to someone else and in the alert, showing who changed it and who it was reassigned to?

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2034 0 6
Re: Using landing page to restrict access

by Sherry_Hale 12-18-2013

So I went to do this and I don't have the segmentation option in my instance of Marketo. Darn it! Any other ideas?

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3857 0 0
Re: Using landing page to restrict access

by Sherry_Hale 11-27-2013

Thank you BOTH very much!!!!

Discussions

3857 0 0
Re: Using landing page to restrict access

by Sherry_Hale 11-21-2013

Thank you Kenny. So if I free users clicked the link, we would like to show them a different message of "Please contact sales for upgrade information" or something like that. Would the way you suggested work? I have ot be honest, I'm not comfortable with scripting.

Discussions

3857 0 0