Jcurve Support Articles

Search This Hub
Back To Top
Articles tagged #AUTOMATION
Articles tagged
#AUTOMATION
Sales & Marketing

Forecasting Preferences

You can set your company forecast preferences atSetup > Sales & Marketing Automation > Sales Preferences.

Read More
CRM

Unable to See the Global Subscription Status Field in Entity Record in a Standard Form

Scenario

The Global Subscription Status field is not available when the marketing automation feature is disabled. Users would therefore need to enable the feature.

Solution

  1. Navigate toSetup>Company>Enable Features
  2. ClickCRM
  3. Marketing Automation: Check the checkbox
  4. ClickI Agree
  5. ClickSave

To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:
  1. Navigate toSetup>Marketing>Marketing Preferences
  2. Unsubscribed to Marketing By Default: Remove theCheckmark
  3. ClickSave

Read More