Sherry_Hale

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

Thank you!

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?

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" ...

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

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...

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