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Becky238
Member | Platinum Partner
Member | Platinum Partner
Member since ‎Feb 13, 2024
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Becky238
Member | Platinum Partner
September 24, 2024
Reply to Set lifecycle on zoom registrants
But I need it to be specific to the webinar. Some webinars should generate leads, and others, MQL
Solved
Becky238 on September 24, 2024
Set lifecycle on zoom registrants
Hi all, Is there a way to set lifecycle stage on contacts who have signed up to zoom webinars efficiently? I have thought about creating a workflow and keep adding the webinar names for example, to the enrollment trigger but that doesn't seem sca read more
Reply Discussion RevOps
0 upvote
3 Replies
Becky238
Member | Platinum Partner
September 16, 2024
Reply to Reverting opportunities back to leads
Is there perhaps another way of doing this? Just wanting to find out the list of possibilities so that I can compare the pros and cons of each.
Becky238
Member | Platinum Partner
September 16, 2024
Reply to Reverting opportunities back to leads
Hi Josh, This is great thanks! So would you suggest that only the lifecycles of the contacts directly involved with the deal get updated, and no oth...read more
Solved
Becky238 on September 16, 2024
Reverting opportunities back to leads
Hi all, in our current lead management framework, we have a system whereby a deal gets created at opportunity stage. This is then cascaded from the company level down to all the contacts associated to it so that sales and marketing would know to not read more
Reply Discussion RevOps
0 upvote
4 Replies
Becky238
Member | Platinum Partner
February 13, 2024
Reply to Default Leads object automation
Hi Jennifer, Thanks for your reply. It's not the 'Create a lead based on lifecycle stage' setting that I'm having issues with, it's this default aut...read more
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