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Some contacts use their Trade Name vs their Business Name. When reporting we will get 5 contacts for "B&D Const", 2 for "B and D" Construction", 7 for "B&D Construction", 3 for "B&D Co.", etc. We would like to see if there is a way to standardize Trade Names into legal Business Names. This is a v...
Trade Name vs Business Name.Is there a way to globally combine contacts under Gulf + Western, Gulf and Western, Gulf & Western. This is my question.
Renaming them to be standardized. For example, when a lead fills out a contact form and states their company is 'B&B' but when we look up their company on dnb.com is it listed as 'B and B Roofing LLC'
If a lead inputs it incorrectly or doesn't match dnb.com business name
What is the best practice for companies that have special characters in their name? For example, B&B Repair. Would you rename to BB Repair or B and B Repair?
New to Marketo and looking for some tips to access via mobile. The view breaks sometimes and it’s not always the best. I have iPhone 11 with Safari and have tried in mobile and desktop view. An app would be great but not in the developers roadmap, they said. What has everyone done to increase their ...