AnsweredAssumed Answered

Lead Type - Required Field on Lead and Contact Record in SFDC

Question asked by Michelle Lavery on Jan 10, 2013
Latest reply on Jan 11, 2013 by Michelle Lavery
Hi,

I have been in contact with Marketo support on this topic but curious how others capture lead type.

For example, we're looking at creating a required field on a lead record and contact record in SFDC. It's my understanding that if the required field is empty (we haven't put anyting in place on our landing page forms yet) this will prevent the syncing to SFDC.

I'm wondering how others tag "new" leads that come in via a manual process, for example, via a phone call to your sales line or sales received an email via an alias. 

Appreciate all ideas here.

Best,
Michelle

Outcomes