Thanks for your response, Floyd! I 100% agree with you that the customer should not be punished and ignored as we try to figure out our operational issues/ owner assignments. Thank...
Thanks for your feedback and responses, Sanford! We are actively using velocity scripting to display an alias name if someone is owned by an inactive owner (checkbox field), owned ...
Thanks for the reply, Abhishek. Attached are a couple of screenshots of one record that was converted to a contact according to SFDC (could've been a duplicate that converted/merge...
Hi Grace,Thank you for the thoughtful response! This is very helpful. I think you're right that the standard email performance metrics are more relevant for the active system users...
I liked the info that Aaron Bird shared about Bizible! I have a demo tomorrow with Bizable and am eager to learn more about this new tool. Also, it will be interesting to see what ...
Hi Sanford,Here's the specific form: https://www.upwork.com/enterprise/resources/webinar/tips-crushing-content/We have visibility rules set-up for company size and country, which w...