Negative scoring is now availalbe but it seems like it's flawed. We have instances of the new lead scoring model 'clamping' Event or Fit scores to 0 when they should be a negative value. e.g. When using 'Combined' scoring, for the Fit score read more

Hey all! Trying to wrap my head around how i would action this and while im not 100% certain i wanted to put the call out for input. Context - i am trying to figure out a workflow entry based on a property/value change which would dictate/gu read more

Our company does live or virtual presentations (like 4-5 a month) where we create a specific landing page for lead capture PER event for attendees to receive free resources from our company (PDFs, tools, spreadsheets etc.). Per each event we create read more

Hi Community! First time posting here and hoping to tap into the brain trust. I am trying to build a list of companies to use as the basis of a workflow. List membership is based on these criteria: 1. Company must be associated with at least on read more

My company is implementing MD 365 F&SCM. We need to configure procurement processes for our company, but we have a lot of approval steps to do on different stages and all kind of exceptional restrictions. Usually Approvals need to be made by hi read more

Hello all, I'm looking for a way to order/segment potential customers based on the moment we need to contact them. For example: we want to contact some customers when we are about to develop a new product, while we want to contact other customer read more

hi, it seems I have created one extra lead scoring property. First one is default and I have set it using lead scoring Beta version and second one needs to be deleted but I am not able to delete it. what should be done in this case??  and read more

Hello! I have a question about lifecycle stages and workflows. What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order? Here read more

I built out this workflow to mark unsubscribers as non-marketing, initially I fed them in through an active list but even though they all successfully got through the workflow they are all still labeled "Marketing". Am I missing something here? read more

Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, read more

I have an active list of current partners where company type = partner and I need to create a pick list property that reflects these values. Specifically, I want a way to have the picklist options be the names of the companies from this list and hav read more

Hi, I am having issues with acheiveing a workflow that is triggered by a list to send clients event reminders and includes some tasks for our internal team as part of the workflow. But my workflow is queuing up too many tasks. It looks as though it read more