Ideas

When a lead gets booked via Chilipiper with round robin, SFDC then assigns the lead to a sales owner based on auto-assignment rule in SFDC, therefore, creates conflict between the original SDR who has a meeting booked with the lead AND the new SDR that gets assigned via auto-assignment rule. It would be nice to pull a list of records to see the impact from the auto-assignment rule with the reason: synched from salesforce.com fixup lead owner, in a smart list in Marketo for easier troubleshooting purposes. ... View more