Joel Mayer
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Active Mode
Active mode is a configuration that requires your sales team to actively use Response Management. Sales people must add a campaign to a lead or contact from the Response Selector in order to progre...
Account Based Marketing
Also known as ABM or key account marketing. A strategic approach in which individual prospects/customers are treated as markets of one. Different from other types of marketing by virtue of its focu...
Account
An individual customer, organization, or company whose activities and interactions with your company you'd like to track.
Matchmaker FAQs
Q: Can I remove email domains from Matchmaker’s Default Ignore list? A: No. However, you can override the default list of ignored domains by creating a Salesforce Static Resource and calling it “Cu...
General FAQs
Q: I have a question. What should I do? A: First, try a quick search on MindTouch to see if there’s an article that answers your question. Putting a keyword or two in quotation marks can help bring...
Funnel Metrics FAQs
Q: I’ve updated my Salesforce status values. Will this affect Funnel Metrics? A: Yes! Funnel Metrics uses your status and stage values, so when you change them, you’ll need to update your Funnel Me...
Digital Source Tracker FAQs
Q: I have questions about the Touchpoint Capture technology behind Digital Source Tracker. Where can I find answers? A: The articles in our Getting Started with Touchpoint Capture documentation sec...
Campaign Attribution FAQs
Q: Should I use an Opportunity-Based model type, or an Account-Based one? A: It depends! The Opportunity-Based model type looks exclusively at the contact roles assigned to the opportunity, whereas...
FAQ: Primary Campaign Source
How is Primary campaign determined? Opportunity Gatekeeper leverages the built-in salesforce behavior for selecting Primary Campaign on the opportunity. This means that the most recent campaign to...
FAQ: Lead Conversion
Does Opportunity Gatekeeper impact lead conversion? No, Lead Conversion behavior is not changed by Opportunity Gatekeeper. Field mapping from the lead should be done using the standard Lead Field ...