Level 4
Joined the community 02-01-2013
Level 4
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Thank you Josh, I think you're a bit over my head. So in the wait step, you can enter token data? I thought you had to enter a time (1day, 1hour, etc) as noted in the wait step. Wh...
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I am trying to set up a flow which alerts a sales rep if their particular opportunity is past the close date. I'm having difficulty making the smart list. Here is what I have right...
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Thank you!
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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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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...
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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 sti...
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Hi Jeff - I am not looking to switch ownership....I'm looking to be alerted if ownership changes.
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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 ...
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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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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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