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Thank you for the idea! It is a good option for leads with a single opportunity indeed, although it would not prevent the others from having more than 4 points after 6 months. But I guess that there is perhaps nothing I can do against this, except creating a specific score with a different score nam...
Hi,My Sales team and I are building a specific scoring for our clients, which will be partly based on our contacts' Salesforce opportunities.The idea is the following:- If an opportunity was created less than 6 months ago: 4 points- If an opportunity was created between 6 and 12 months ago: 2 points...
I synced the fields a few days ago now. I tried to paste the status in a Change Data Value filter: it changes the value both in Salesforce and Marketo, but I still can't see it in the picklist.
That is what I thought but one of my leads has this status (I changed the value in Salesforce) and Marketo still doesn't show the value in the picklist, although the Activity Log shows a change has occurred. And on the opposite, I can see "Upsell or Repeat", which is not in use at the moment.I alrea...
Hi,I use two custom fields (Lead Status and Contact Status) to track in Salesforce where our Leads/Contacts stand in our lifecycle. These two fields are mapped together.Picklist values of these fields are identical, except for "Upsell or Repeat" that I anyway do not use at all. There is no issue wi...