Joel Mayer
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4 - Funnel States
Keep an Eye on the State of Things All the matter on this planet exists in one of three states: Solid (like a banana), liquid (like a banana milkshake), or gas (like a banana that's just been vapo...
Video: Funnel Metrics with Response Management Overview
FCI Release Notes for Funnel Metrics 1.37.2
Release Schedule Name Description Date Sandbox Update All {{rm_current_version}} installs in ...
FCI Trigger(s) Flagged During Salesforce Org Assessment
The Issue When the Salesforce Governance Team performs an Org Assessment, they will sometimes flag certain triggers that take longer to run. They will typically suggest that the customer reach out ...
4 - Invocable Reactivation
What's Invocable Reactivation?Put simply, Invocable Reactivation generates active responses to make sure funnel tracking is as complete as possible. Using complex Lead, Contact, or Task/Event crite...
Restarting the Scheduler
Why there is a Scheduler Asynchronous operations are critical to Funnel Metrics with Response Management. These operations improve performance and minimize the impact of the application on normal ...
Main Configuration
Ready to Get Your Hands Dirty? Good! Let's dive into your main configuration. First, navigate to the configuration area in one of following ways: A. Full Circle Configuration Tab Look for "F...
4 - Scoring
Your Scoring is Your Business Every company looks at leads a little differently. That's why you'll find plenty of flexibility in Funnel Metrics' scoring settings. They enable you to evaluate score...
Reporting Training: Responses and Active Responses
Defining Responses and Active Responses Video Transcript Welcome to our Reporting Key Concepts video on responses. Response Management tracks funnels and attributes opportunity amounts only o...
5 - Matchmaker Crash Course
Welcome to Full Circle Matchmaker! This crash course is designed to get customer new hires, partners, and other users up to speed on Digital Source Tracker as efficiently as possible. Move through...