You can schedule it to run immediately by choosing Run Once > Run Now and as long as you've approved the email before you hit Run, it won't have any issues.Depending on your audien...
I love this idea! I do things like this during training and right now I have an intern I'm turning into an Admin. For him I typically set up programs and then give him the overall ...
Not sure if it applies but I found out the hard way that some fields won't come through unless they're on the lead and contact *and* connected through conversion. Not sure why that...
Can anyone advise what you do?I have a notification that sends to me if someone is unsubscribed but their last lead source updates to "sent email". One of the ways the last lead so...
I concur with Josh Hill, RevEngine put together a great webinar on this. Attended and learned a lot!I've tried reaching out to friends to see what they're doing and auditing my own...
Sounds frustrating! Specifically around the merged records, are those records being merged by people or some sort of tool? If it's a tool maybe there's a setting that can be change...