Hi Kelly, Jim Thao's got it. Here's some elaboration:We had something similar and we built a sorting program with cascading smart lists. First thing you do is build the 9 smart li...
Our biggest current challenge is coming up with a start to estimating program costs. We're using most features of RCE (and getting tremendous value out of the reports) but we don't...
Try going into the activity logs of some of the leads to see the reason why emails weren't delivered. Also, check these threads for some other reasons:Why didn't all my emails go o...
Did you run a smart list to see if the email was actually delivered, not just sent? I'd check that first. If the email was not delivered, you've got a (big) problem with deliverabi...
Agreed! Always best to save those triggers for when you really need them. As for those Orion performance gains - I'm really looking forward to putting Munchkin code everywhere in o...
Hi Kristian, I've used ReachForce in the past with great success, and will be using it again as soon as budget it gets approved. When evaluating vendors I found it useful to have t...