Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

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Re: Expired opportunity alert

by Sherry_Hale 03-05-2014

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. When I enter {{Opp.Close Date}} + 1 Day - I get an error

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1109 0 0
Expired opportunity alert

by Sherry_Hale 03-05-2014

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 now:Smart List - Added to opportunity and sales stage is at PreQualify Tasks CompletedI'm not sure how to tell it if ...

Discussions

1127 0 2

Lead Management
Re: notification on queue change

by Sherry_Hale 02-05-2014

Thank you!

Discussions

1864 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?

Discussions

1864 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

1886 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

1996 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

1996 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

1996 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?

Discussions

2011 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?

Discussions

3798 0 0