michellechopin

@NiharikaGoyal and @SanfordWhiteman - appreciate both of you checking things out. I don't know if it's because I'm using a Google Workspace email but when I click the CTA with either "mailto:" or the version with the subject line in it, I see this (the entire window is blank beneath it; no option to...

Agreeing with @NiharikaGoyal and @Darshil_Shah1 here that timing plays a big part in the database update. My prior company's instance would update overnight much of the time so if I deleted records at volume during the day, I wouldn't usually see a change in the database information until the next d...

@jace_brendle Unfortunately not! I have only been able to troubleshoot at a really basic level, by comparing Opportunities from one system to another. I only have Marketing access to our MS Dynamics instance so if anything is deactivated (which I'm assuming is the reason for these extra Opportunitie...

@Michael_Florin - I am using the "Add To List" option but doing it as a single trigger campaign with choices in the Flow Step. @Darshil_Shah1 - to your note about testing, I just ran a quick test with a few leads in the above mentioned trigger campaign, and see the confirmation that the records were...

@Michael_Florin I finally got back into the list of records just now and while I understand that I need to run these through a Trigger campaign, do you have any suggestions on how to manage records that were in a trigger campaign based off a form fill, for example, or something else that was live at...

@Michael_Florin and @Darshil_Shah1 thank you both for getting back to me! I feel silly asking the question now but I had NO idea that this was only available for Trigger Campaigns... It never even occurred to me that one couldn't do that after the fact, especially in the case of original errors. How...

Thanks for the feedback @Darshil_Shah1 - this all makes perfect sense to me and I think I was on this track as I asked my question. I wasn't aware that Account association wasn't mandatory and agree that it's a solid recommendation/best practice. We have a team that manages our MS Dynamics instance ...

@Darshil_Shah1 Thank you so much for your awesome help! Logging into my instance this morning, I checked the report and it's now showing data, so it must have needed more time to pull the information and run properly - it's so nice to see the analyzer now 😀 Your extra information is super helpful -...