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EAGMark
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EAGMark on Janeiro 30, 2023
Generate A New Lead For Second Form Submission In Dynamics
We have set up the Microsoft Dynamics integration which works quite well. However, in Microsoft, Leads never really go away. They get qualified to opportunities, but the lead still exists. The problem we are having is that if a client submits a se Leia mais
Responder Discussão Data Sync
0 avaliações positivas
3 Respostas
EAGMark
Colaborador(a)
Fevereiro 01, 2023
Thanks for the response Phil. We actually moved from Salesforce to Dynamics recently and had a nice work around for Salesforce that unfortunately doe...Leia mais
EAGMark on Janeiro 30, 2023
Generate A New Lead For Second Form Submission In Dynamics
We have set up the Microsoft Dynamics integration which works quite well. However, in Microsoft, Leads never really go away. They get qualified to opportunities, but the lead still exists. The problem we are having is that if a client submits a se Leia mais
Responder Discussão Data Sync
0 avaliações positivas
3 Respostas
EAGMark
Colaborador(a)
Fevereiro 01, 2023
Thanks for the response Phil. We actually moved from Salesforce to Dynamics recently and had a nice work around for Salesforce that unfortunately doe...Leia mais
EAGMark on Novembro 14, 2022
Resyncing error records with Dynamics Contact To Lead Sync?
Is there an option to resync records that don't sync due to an error? The error shows here, I fixed the error on the Dynamics side and the leads are coming through again, but the error leads are not coming over. With Salesforce, I could cr Leia mais
Responder Discussão
0 avaliações positivas
1 Respostas
apetrini on Março 05, 2019
Add an 'OR' option to Filters in Views Reports
When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build repor Leia mais
Responder Idéia Sales Reporting
184 avaliações positivas
37 Respostas
EAGMark
Colaborador(a)
Maio 09, 2022
I'm not sure if this is their suggested work around, but I usually build a list using the OR filter and then apply the report to that list.
ndwilliams3 on Fevereiro 02, 2017
Custom user profile properties
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t Leia mais
Responder Idéia Account Settings
105 avaliações positivas
35 Respostas
EAGMark
Colaborador(a)
Janeiro 08, 2021
The pain is real. We want to send an email with the owners region. Without custom user fields and tokens, we can't send it this way. We would also li...Leia mais
LouA on Agosto 17, 2017
Set up workflow criteria with an as yet unsent email
I want to set up a workflow based on contacts being sent an email. But unless I have sent that email or saved it for automation I can't select it as a criteria. Even if I schedule the send date, I can't use it in a workflow. This would help wit Leia mais
Responder Idéia Lists Marketing Emails Workflows
94 avaliações positivas
31 Respostas
EAGMark
Colaborador(a)
Setembro 08, 2020
Piling on to this, just to add that I was surprised to see that I couldn't use a scheduled email in a workflow. Hopefully Hubspot can resolve this. I...Leia mais
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