James_Glavin

Level 5

Joined the community 02-10-2014

Level 5

Boston

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Re: Lead Feed has no data

by James_Glavin in Product Discussions 03-25-2015
Latest Post 03-25-2015 by James_Glavin

Hi Charlie, I'm talking about the lead feed in our CRM (Dynamics) which is found under Best Bets. Looking into this a bit more I do wonder if it only shows interesting moments for...
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Lead Feed has no data

by James_Glavin in Product Discussions 03-25-2015
Latest Post 03-26-2015 by Dan_Stevens_

Hi there,One of our sales reps has an empty Lead Feed, even though she has leads with interesting moments. That said, the last interesting moment was around 3 weeks ago - is the le...
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Re: Checked checkbox = false

by James_Glavin in Product Discussions 03-18-2015
Latest Post 03-18-2015 by James_Glavin

Thanks Sanford, I do appreciate it!
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Re: Checked checkbox = false

by James_Glavin in Product Discussions 03-18-2015
Latest Post 03-18-2015 by James_Glavin

Simple to you, maybe Sanford! 😉I'm going with Josh's idea of using a Select field type, and defining Yes to mean False and No to mean True.Thanks everyone for your input.James
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Re: Checked checkbox = false

by James_Glavin in Product Discussions 03-16-2015
Latest Post 03-16-2015 by James_Glavin

Hi Dory - Sadly rephrasing the question isn't an option, although I did suggest it!😉 I think having two fields plus campaign could work. Thanks for the idea!Josh - a Yes/No might ...
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Checked checkbox = false

by James_Glavin in Product Discussions 03-16-2015
Latest Post 03-18-2015 by James_Glavin

Hi there,How would I go about setting up a field on a form, so that if someone checks the box, it's recorded as a "false" response, and if it is left unchecked, the response is rec...
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Re: Changing the 'Autofill this form...' legend

by James_Glavin in Product Discussions 02-27-2015
Latest Post 02-27-2015 by James_Glavin

Thanks Oisin!
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Re: Series of Event Invite Emails - how should wait steps work?

by James_Glavin in Product Discussions 02-24-2015
Latest Post 02-24-2015 by James_Glavin

Yep, it's a bit of a puzzler! I'll keep thinking about this one and let you know if I have a eureka moment!Thanks Justin!
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Re: Remove Space in Token Default Value

by James_Glavin in Product Discussions 02-24-2015
Latest Post 02-24-2015 by James_Glavin

I'll add my thoughts to this thread, even thought it's a bit of an old one; I was scratching my head about the space plus comma issue too.I considered this solution:Hello {{lead.Fi...
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Re: Series of Event Invite Emails - how should wait steps work?

by James_Glavin in Product Discussions 02-23-2015
Latest Post 02-23-2015 by James_Glavin

Wow, Justin - thanks again! I've set that up and it works perfectly. Thanks so much for the help!I have a follow up question. The final piece of our event program is an email that ...
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