When the leads merge automatically, is it after they completed some action? For example, filling out a form? If a form is submitted and the email address field is not included, Mar...
Create a field: https://community.marketo.com/MarketoArticle?id=kA050000000KypGCASThen add it to the your forms. Here's a good thread on the best way to make it appear like a check...
The activity of sending a sales alert is only recorded in the results tab of the smart campaign that does the sending. You will not see them in email reports (to leads).
I agree with you, Josh. "Web" is not a lead source. We collect similiar information, but with only four data points:1) Date2) Channel (i.e. Social Media)3) Channel Details (i.e. Li...
In the future, do all of your uploading through Marketo and not through Salesforce.No automated de-duper is 100% fool proof. I think RingLead has or is close to having a tool that ...
We use regular smart campaigns to send our emails rather than the email programs with the four boxes. As a result, the tentative dates on our calendar are wrong. Is there a way to ...