-
1
My Marketo
-
1.1
Explorer
-
1.1.1
Recently Viewed
-
1.1.1.1
Smart List
-
1.1.1.1.1
Context Menu
Must have Go to -> items
-
1.1.1.1.2
Navigation
-
1.1.1.2
Smart Campaigns
-
1.1.1.2.1
Context Menu
-
1.1.1.2.2
Navigation
-
1.1.1.3
Flows
-
1.1.1.3.1
Context Menu
-
1.1.1.3.2
Navigation
-
1.1.1.4
Reports
-
1.1.1.4.1
Context Menu
-
1.1.1.4.2
Navigation
-
1.1.1.5
Creative
-
1.1.1.5.1
Emails
-
1.1.1.5.1.1
Context Menu
-
1.1.1.5.1.2
Navigation
-
1.1.1.5.2
Landing Pages
-
1.1.1.5.2.1
LP Tests
-
1.1.1.5.2.2
Context Menu
-
1.1.1.5.2.3
Navigation
-
1.1.1.5.3
Forms
-
1.1.1.5.3.1
Context Menu
-
1.1.1.5.3.2
Navigation
-
1.1.1.6
Reports
-
1.1.1.6.1
Context Menu
-
1.1.1.6.2
Navigation
-
1.1.2
Bookmarks
-
1.1.2.1
Smart List
-
1.1.2.1.1
Context Menu
-
1.1.2.1.2
Navigation
-
1.1.2.2
Smart Campaigns
-
1.1.2.2.1
Context Menu
-
1.1.2.2.2
Navigation
-
1.1.2.3
Flows
-
1.1.2.3.1
Context Menu
-
1.1.2.3.2
Navigation
-
1.1.2.4
Reports
-
1.1.2.4.1
Context Menu
-
1.1.2.4.2
Navigation
-
1.1.2.5
Creative
-
1.1.2.5.1
Emails
-
1.1.2.5.1.1
Context Menu
-
1.1.2.5.1.2
Navigation
-
1.1.2.5.2
Landing Pages
-
1.1.2.5.2.1
LP Tests
-
1.1.2.5.2.2
Context Menu
-
1.1.2.5.2.3
Navigation
-
1.1.2.5.3
Forms
-
1.1.2.5.3.1
Context Menu
-
1.1.2.5.3.2
Navigation
-
1.1.2.6
Reports
-
1.1.2.6.1
Context Menu
-
1.1.2.6.2
Navigation
-
1.1.2.7
Delete Bookmark
-
1.2
DashBoard
-
1.3
Inbox
-
1.4
What's New
What is the game plan for this?
-
1.5
Quick Find
Slow
-
2
Marketing Activities
-
2.1
Explorer Tree
-
2.1.1
Folders
"Getting rid of programs for now, just using folders. The header of the accordion should say Campaigns"
-
2.1.2
Create Folder
-
2.1.3
Delete Folder
-
2.1.4
Rename Folder
-
2.1.5
Smart Campaigns
-
2.1.5.1
Navigation
-
2.1.5.2
Context Menu
-
2.1.5.2.1
Create Smart Campaign
-
2.1.5.2.2
Archive Campaign
-
2.1.5.2.3
Activate/Pause Campaign
-
2.1.5.2.4
Show Membership
-
2.1.5.2.5
Open Smart List
-
2.1.5.2.6
Open Flows
-
2.1.5.2.7
Open Schedule
-
2.1.5.2.8
Open Activity Log
-
2.1.6
Flows
Completely Hidden
-
2.1.6.1
Navigation
-
2.1.6.2
Context Menu
-
2.1.6.2.1
Create Flow
-
2.1.6.2.2
Delete Flow
-
2.1.6.2.3
Create Folder
-
2.1.6.2.4
Rename Folder
-
2.1.6.2.5
Delete Folder
-
2.1.6.2.6
Bookmark links
-
2.2
Smart Campaign
-
2.2.1
Main Tab
-
2.2.1.1
Boxes Navigate
-
2.2.1.2
Data accurate
-
2.2.2
Menu
-
2.2.2.1
Create Smart Campaign
-
2.2.2.2
Archive Campaign
-
2.2.2.3
Activate/Pause Campaign
-
2.2.2.4
Show Membership
-
2.2.2.5
Approve Campaign
Future thing. The same drafts functionality as Wei built for emails
-
2.2.3
Smart List Tab
-
2.2.3.1
Palette
Need to be confident that they work as expected.
-
2.2.3.1.1
Find
-
2.2.3.1.2
Triggers
-
2.2.3.1.2.1
Email
-
2.2.3.1.2.1.1
Clicks Link in Email
-
2.2.3.1.2.1.2
Email Bounces
-
2.2.3.1.2.1.3
Email is Delivered
-
2.2.3.1.2.1.4
Opens Email
-
2.2.3.1.2.1.5
Unsubscribes from Email List
-
2.2.3.1.2.2
Salesforce
-
2.2.3.1.2.2.1
Lead is Assigned
-
2.2.3.1.2.2.2
Lead is Converted
-
2.2.3.1.2.2.3
Lead is Pushed to Sales
-
2.2.3.1.2.2.4
Opportunity is Created
-
2.2.3.1.2.2.5
Owner Changes
-
2.2.3.1.2.2.6
Task is Created
-
2.2.3.1.2.3
Added to List
-
2.2.3.1.2.4
Attends Event
-
2.2.3.1.2.5
Clicks Link
-
2.2.3.1.2.6
Data Value Changes
-
2.2.3.1.2.7
Fills Out Form
-
2.2.3.1.2.8
Lead is Created
-
2.2.3.1.2.9
Registers for Event
-
2.2.3.1.2.10
Removed from List
-
2.2.3.1.2.11
Score is Changed
-
2.2.3.1.2.12
Visits Web Page
-
2.2.3.1.3
Filters
-
2.2.3.1.3.1
Lead History
-
2.2.3.1.3.1.1
Email
-
2.2.3.1.3.1.1.1
Clicked Link in Email
-
2.2.3.1.3.1.1.2
Email Bounced
-
2.2.3.1.3.1.1.3
Opened Email
-
2.2.3.1.3.1.1.4
Unsubscribed Email
-
2.2.3.1.3.1.1.5
Was Delivered Email
-
2.2.3.1.3.1.1.6
Was Sent Email
-
2.2.3.1.3.1.2
Attended Event
-
2.2.3.1.3.1.3
Click Link
-
2.2.3.1.3.1.4
Data Value Changed
-
2.2.3.1.3.1.5
Filled Out Form
-
2.2.3.1.3.1.6
Lead was Created
-
2.2.3.1.3.1.7
Registered for Event
-
2.2.3.1.3.1.8
Score was Changed
-
2.2.3.1.3.1.9
Visited Web Page
-
2.2.3.1.3.1.10
Was Added to List
-
2.2.3.1.3.1.11
Was Removed from List
-
2.2.3.1.3.2
Lead Attributes
-
2.2.3.1.3.2.1
Date of Birth
-
2.2.3.1.3.2.2
Email Address
-
2.2.3.1.3.2.3
Email Invalid
-
2.2.3.1.3.2.4
Fax Number
-
2.2.3.1.3.2.5
First Name
-
2.2.3.1.3.2.6
Full Name
-
2.2.3.1.3.2.7
Is Customer
-
2.2.3.1.3.2.8
Is Partner
-
2.2.3.1.3.2.9
Job Title
-
2.2.3.1.3.2.10
Last Name
-
2.2.3.1.3.2.11
Lead Rating
-
2.2.3.1.3.2.12
Lead Score
-
2.2.3.1.3.2.13
Lead Source
-
2.2.3.1.3.2.14
Lead Status
-
2.2.3.1.3.2.15
Member of List
-
2.2.3.1.3.2.16
Member of Smart Campaign
-
2.2.3.1.3.2.17
Member of Smart List
-
2.2.3.1.3.2.18
Middle Name
-
2.2.3.1.3.2.19
Mobile Phone Number
-
2.2.3.1.3.2.20
Phone Number
-
2.2.3.1.3.2.21
Role
-
2.2.3.1.3.2.22
Salutation
-
2.2.3.1.3.2.23
Unsubscribed
-
2.2.3.1.3.3
Company Attributes
-
2.2.3.1.3.3.1
Address
-
2.2.3.1.3.3.2
Annual Revenue
-
2.2.3.1.3.3.3
City
-
2.2.3.1.3.3.4
Company Name
-
2.2.3.1.3.3.5
Country
-
2.2.3.1.3.3.6
Industry
-
2.2.3.1.3.3.7
Interest Name
-
2.2.3.1.3.3.8
Interest Score
-
2.2.3.1.3.3.9
Interest Source
-
2.2.3.1.3.3.10
Interest Status
-
2.2.3.1.3.3.11
Main Phone
-
2.2.3.1.3.3.12
Num Employees
-
2.2.3.1.3.3.13
Postal Code
-
2.2.3.1.3.3.14
SFDC Account Num
-
2.2.3.1.3.3.15
SFDC Type
-
2.2.3.1.3.3.16
SIC Code
-
2.2.3.1.3.3.17
Site
-
2.2.3.1.3.3.18
State
-
2.2.3.1.3.3.19
Website
-
2.2.3.1.3.4
Salesforce
-
2.2.3.1.3.4.1
Lead was Assigned
-
2.2.3.1.3.4.2
Lead was Converted
-
2.2.3.1.3.4.3
Lead was Pushed to Sales
-
2.2.3.1.3.4.4
Opportunity was Created
-
2.2.3.1.3.4.5
Owner was Changed
-
2.2.3.1.3.4.6
Task was Created
-
2.2.3.1.3.5
Inactivity Filters
-
2.2.3.1.3.5.1
Email
-
2.2.3.1.3.5.1.1
Not Clicked Link in Email
-
2.2.3.1.3.5.1.2
Not Email Bounced
-
2.2.3.1.3.5.1.3
Not Opened Email
-
2.2.3.1.3.5.1.4
Not Unsubscribed Email
-
2.2.3.1.3.5.1.5
Not Was Delivered Email
-
2.2.3.1.3.5.1.6
Not Was Sent Email
-
2.2.3.1.3.5.2
Salesforce
-
2.2.3.1.3.5.2.1
Not Lead was Assigned
-
2.2.3.1.3.5.2.2
Not Lead was Converted
-
2.2.3.1.3.5.2.3
Not Lead was Pushed to Sales
-
2.2.3.1.3.5.2.4
Not Opportunity was Created
-
2.2.3.1.3.5.2.5
Not Owner was Changed
-
2.2.3.1.3.5.2.6
Not Task was Created
-
2.2.3.1.3.5.3
Not Attended Event
-
2.2.3.1.3.5.4
Not Click Link
-
2.2.3.1.3.5.5
Not Data Value Changed
-
2.2.3.1.3.5.6
Not Filled Out Form
-
2.2.3.1.3.5.7
Not Lead was Created
-
2.2.3.1.3.5.8
Not Registered for Event
-
2.2.3.1.3.5.9
Not Score was Changed
-
2.2.3.1.3.5.10
Not Visited Web Page
-
2.2.3.1.3.5.11
Not Was Added to List
-
2.2.3.1.4
Drag item on to Canvas
Eventually should look like reorder
-
2.2.3.2
Autosave
-
2.2.3.3
Canvas
-
2.2.3.4
Drop
-
3
Design Studio
-
3.1
Explorer
-
3.1.1
All Creative
-
3.1.1.1
Context Menu of root
-
3.1.1.1.1
New Landing Page
-
3.1.1.1.2
New Form
-
3.1.1.1.3
New Email
-
3.1.1.2
Folders
-
3.1.1.2.1
Context Menu
-
3.1.1.2.1.1
Create Folder
-
3.1.1.2.1.2
Delete Folder
-
3.1.1.2.1.3
Rename Folder
-
3.1.1.2.1.4
Bookmark links
-
3.1.1.3
Landing Pages
-
3.1.1.3.1
Context Menu
-
3.1.1.3.1.1
Go to Landing Pages
-
3.1.1.3.1.2
New Landing Page
-
3.1.1.3.1.3
New test group
-
3.1.1.3.1.4
Create Folder
line above
-
3.1.1.3.1.5
Delete Folder
Disabled except on subfolders
-
3.1.1.3.1.6
Rename Folder
Disabled except on subfolders
-
3.1.1.3.1.7
Bookmark links
line above
-
3.1.1.3.2
Menu
-
3.1.1.3.2.1
Landing Page Actions
"Based on ""selection"" in the grid"
-
3.1.1.3.2.1.1
New Landing Page
-
3.1.1.3.2.1.2
Edit Draft
"If no draft, will create one and edit it."
-
3.1.1.3.2.1.3
Preview Page
-
3.1.1.3.2.1.4
Clone Page
-
3.1.1.3.2.1.5
Convert to test group
-
3.1.1.3.2.1.6
Delete page
-
3.1.1.3.2.1.7
Approve Page
line above
-
3.1.1.3.2.1.8
Unapprove page
"Either approve or unapprove, but not both"
-
3.1.1.3.2.1.9
Discard Draft
Only if dirty
-
3.1.1.3.2.1.10
URL builder
Only if approved
-
3.1.1.3.2.1.11
Bookmark links
line above
-
3.1.1.3.2.2
Buttons
-
3.1.1.3.2.2.1
New Landing Page
-
3.1.1.3.2.2.2
Edit Page
-
3.1.1.3.2.2.3
Preview Page
-
3.1.1.3.2.2.4
View Details
-
3.1.1.3.3
Grid
-
3.1.1.3.3.1
Context menu of line item
Same as tree context
-
3.1.1.3.3.2
Drag to move to another folder?
Maybe just do this inside the tree?
-
3.1.1.3.4
Landing Page Node
-
3.1.1.3.4.1
Context Menu
-
3.1.1.3.4.1.1
Go to Landing Page
-
3.1.1.3.4.1.2
Edit Draft
-
3.1.1.3.4.1.3
Preview Page
-
3.1.1.3.4.1.4
Clone Page
-
3.1.1.3.4.1.5
Convert to test group
-
3.1.1.3.4.1.6
Delete page
-
3.1.1.3.4.1.7
Approve Page
line above
-
3.1.1.3.4.1.8
Unapprove page
"Either approve or unapprove, but not both"
-
3.1.1.3.4.1.9
Discard Draft
Only if dirty
-
3.1.1.3.4.1.10
URL builder
Only if approved
-
3.1.1.3.4.1.11
Bookmark links
line above
-
3.1.1.3.5
LP Templates
Templates should be moved to be inside landing pages. Less conflict with email templates
-
3.1.1.3.5.1
Context Menu
-
3.1.1.3.5.1.1
Import Template
-
3.1.1.3.5.1.2
Go to Templates
-
3.1.1.3.5.2
Template Node
-
3.1.1.3.5.2.1
Context Menu
-
3.1.1.3.5.2.1.1
Import template
-
3.1.1.3.5.2.1.2
export template
-
3.1.1.3.5.2.1.3
view details
-
3.1.1.3.5.2.1.4
delete template
-
3.1.1.3.5.2.2
Menu: Template Actions
-
3.1.1.3.5.2.2.1
Import template
also button
-
3.1.1.3.5.2.2.2
export template
also button
-
3.1.1.3.5.2.2.3
view details
-
3.1.1.3.5.2.2.4
delete template
-
3.1.1.4
Forms
-
3.1.1.4.1
Context Menu of folder
-
3.1.1.4.1.1
New Form
-
3.1.1.4.1.2
Refresh available fields
-
3.1.1.4.1.3
Go to Forms
-
3.1.1.4.1.4
Create Folder
Line Above
-
3.1.1.5
Emails
-
3.1.1.5.1
Context Menu
-
3.1.1.5.1.1
Go to Emails
-
3.1.1.5.1.2
New Email
-
3.1.1.5.1.3
New test group
LATER when we have this feature
-
3.1.1.5.1.4
Create Folder
line above
-
3.1.1.5.1.5
Delete Folder
Disabled except on subfolders
-
3.1.1.5.1.6
Rename Folder
Disabled except on subfolders
-
3.1.1.5.1.7
Bookmark links
line above
-
3.1.1.5.2
Menu
-
3.1.1.5.2.1
Email Actions
"Based on ""selection"" in the grid"
-
3.1.1.5.2.1.1
New Email
-
3.1.1.5.2.1.2
Edit Draft
"If no draft, will create one and edit it."
-
3.1.1.5.2.1.3
Preview Email
-
3.1.1.5.2.1.4
Clone Email
-
3.1.1.5.2.1.5
Convert to test group
-
3.1.1.5.2.1.6
Delete Email
-
3.1.1.5.2.1.7
Approve Email
line above
-
3.1.1.5.2.1.8
Unapprove Email
"Either approve or unapprove, but not both"
-
3.1.1.5.2.1.9
Discard Draft
Only if dirty
-
3.1.1.5.2.1.10
URL builder
Only if approved
-
3.1.1.5.2.1.11
Bookmark links
line above
-
3.1.1.5.2.2
Buttons
-
3.1.1.5.2.2.1
New Email
-
3.1.1.5.2.2.2
Edit Email
-
3.1.1.5.2.2.3
Preview Email
-
3.1.1.5.2.2.4
View Details
-
3.1.1.5.3
Grid
-
3.1.1.5.3.1
Context menu of line item
Same as tree context
-
3.1.1.5.3.2
Drag to move to another folder?
Maybe just do this inside the tree?
-
3.1.1.5.4
Email Node
-
3.1.1.5.4.1
Context Menu
-
3.1.1.5.4.1.1
Go to Email
-
3.1.1.5.4.1.2
Edit Draft
-
3.1.1.5.4.1.3
Preview Email
-
3.1.1.5.4.1.4
Clone Email
-
3.1.1.5.4.1.5
Convert to test group
-
3.1.1.5.4.1.6
Delete Email
-
3.1.1.5.4.1.7
Approve Email
line above
-
3.1.1.5.4.1.8
Unapprove Email
"Either approve or unapprove, but not both"
-
3.1.1.5.4.1.9
Discard Draft
Only if dirty
-
3.1.1.5.4.1.10
URL builder
Only if approved
-
3.1.1.5.4.1.11
Bookmark links
line above
-
3.1.1.5.5
LP Templates
Templates should be moved to be inside landing pages. Less conflict with email templates
-
3.1.1.5.5.1
Context Menu
-
3.1.1.5.5.1.1
Import Template
-
3.1.1.5.5.1.2
Go to Templates
-
3.1.1.5.5.2
Template Node
-
3.1.1.5.5.2.1
Context Menu
-
3.1.1.5.5.2.1.1
Import template
-
3.1.1.5.5.2.1.2
export template
-
3.1.1.5.5.2.1.3
view details
-
3.1.1.5.5.2.1.4
delete template
-
3.1.1.5.5.2.2
Menu: Template Actions
-
3.1.1.5.5.2.2.1
Import template
also button
-
3.1.1.5.5.2.2.2
export template
also button
-
3.1.1.5.5.2.2.3
view details
-
3.1.1.5.5.2.2.4
delete template
-
4
Lead Database
-
4.1
General Grid Functions
-
4.1.1
Sort
-
4.1.2
Group
-
4.1.3
Choose columns
Right click on header to choose columns
-
4.1.4
Pagination
-
4.1.5
QuickFind
"Searches Name, Email, Company, Title"
-
4.1.6
View Selector
Sticky
-
4.1.7
Drag Lead to Static List
Move by default. Shift/Control drag is Copy
-
4.1.8
Drag Lead to My Lists
Launches Modal to create a new List and then moves/copies.
-
4.1.9
Status Column (With Icon)
shows pending or approved lead
-
4.1.10
Context Menu on Lead
Same as lead actions
-
4.2
Leads
Need splash page with Search box.
-
4.2.1
Smart Lists
-
4.2.1.1
System Lists (Folder)
-
4.2.1.1.1
Root Context Menu
NONE - No folders in this folder - No Green hover
-
4.2.1.1.2
All Leads
"Definition Not Editable - Shows only promoted leads, and employees"
-
4.2.1.1.2.1
Menu
-
4.2.1.1.2.1.1
List Actions
-
4.2.1.1.2.1.1.1
Create Campaign from List
-
4.2.1.1.2.1.1.2
New Smart List
-
4.2.1.1.2.1.1.3
New List
-
4.2.1.1.2.1.1.4
Import List
Line above
-
4.2.1.1.2.1.1.5
Export List
-
4.2.1.1.2.1.1.6
Delete List
Disabled
-
4.2.1.1.2.1.1.7
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.1.2.1.1.8
Custom Field Settings
-
4.2.1.1.2.1.2
Lead Actions
-
4.2.1.1.2.1.2.1
New Lead
-
4.2.1.1.2.1.2.2
View Lead Details
Enabled only if ONE lead is selected. Not if TWO leads are selected
-
4.2.1.1.2.1.2.3
Promote to Lead
Disabled
-
4.2.1.1.2.1.2.4
Delete Lead
Enabled only if at least one is selected
-
4.2.1.1.2.1.2.5
Add to Supression List
Enabled only if at least one is selected
-
4.2.1.1.2.1.2.6
Add to List…
Enabled only if at least one is selected - No icon
-
4.2.1.1.2.1.3
Buttons
-
4.2.1.1.2.1.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.1.2.1.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.1.1.2.2
Context Menu
Same as List Actions
-
4.2.1.1.3
Unsubscribed Leads
Definition Not Editable
-
4.2.1.1.3.1
Menu
-
4.2.1.1.3.1.1
List Actions
-
4.2.1.1.3.1.1.1
Create Campaign from List
Disabled
-
4.2.1.1.3.1.1.2
New Smart List
-
4.2.1.1.3.1.1.3
New List
-
4.2.1.1.3.1.1.4
Import List
Line above
-
4.2.1.1.3.1.1.5
Export List
-
4.2.1.1.3.1.1.6
Delete List
Disabled
-
4.2.1.1.3.1.1.7
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.1.3.1.1.8
Custom Field Settings
No Icon
-
4.2.1.1.3.1.2
Lead Actions
-
4.2.1.1.3.1.2.1
New Lead
-
4.2.1.1.3.1.2.2
View Lead Details
-
4.2.1.1.3.1.2.3
Promote to Lead
Disabled
-
4.2.1.1.3.1.2.4
Delete Lead
-
4.2.1.1.3.1.2.5
Add to Supression List
-
4.2.1.1.3.1.2.6
Add to List…
No Icon
-
4.2.1.1.3.1.3
Buttons
-
4.2.1.1.3.1.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.1.3.1.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.1.1.3.2
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.1.4
Suppressed Addresses
Definition IS Editable
-
4.2.1.1.4.1
Menu
-
4.2.1.1.4.1.1
List Actions
-
4.2.1.1.4.1.1.1
Create Campaign from List
Disabled
-
4.2.1.1.4.1.1.2
New Smart List
-
4.2.1.1.4.1.1.3
New List
-
4.2.1.1.4.1.1.4
Import List
Line above
-
4.2.1.1.4.1.1.5
Export List
-
4.2.1.1.4.1.1.6
Delete List
Disabled
-
4.2.1.1.4.1.1.7
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.1.4.1.1.8
Custom Field Settings
-
4.2.1.1.4.1.2
Lead Actions
-
4.2.1.1.4.1.2.1
New Lead
-
4.2.1.1.4.1.2.2
View Lead Details
-
4.2.1.1.4.1.2.3
Promote to Lead
Disabled
-
4.2.1.1.4.1.2.4
Delete Lead
-
4.2.1.1.4.1.2.5
Add to Supression List
Disabled
-
4.2.1.1.4.1.2.6
Add to List…
No Icon
-
4.2.1.1.4.1.3
Buttons
-
4.2.1.1.4.1.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.1.4.1.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.1.1.4.2
Context Menu
Same as List Actions
-
4.2.1.1.5
Bounced Email Addresses
Not Editable - No smartlist tab
-
4.2.1.1.5.1
Menu
-
4.2.1.1.5.1.1
List Actions
-
4.2.1.1.5.1.1.1
Create Campaign from List
Disabled
-
4.2.1.1.5.1.1.2
New Smart List
-
4.2.1.1.5.1.1.3
New List
-
4.2.1.1.5.1.1.4
Import List
Line above
-
4.2.1.1.5.1.1.5
Export List
-
4.2.1.1.5.1.1.6
Delete List
Disabled
-
4.2.1.1.5.1.1.7
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.1.5.1.1.8
Custom Field Settings
-
4.2.1.1.5.1.2
Lead Actions
-
4.2.1.1.5.1.2.1
New Lead
-
4.2.1.1.5.1.2.2
View Lead Details
-
4.2.1.1.5.1.2.3
Promote to Lead
Disabled
-
4.2.1.1.5.1.2.4
Delete Lead
-
4.2.1.1.5.1.2.5
Add to Supression List
-
4.2.1.1.5.1.2.6
Add to List…
No Icon
-
4.2.1.1.5.1.3
Buttons
-
4.2.1.1.5.1.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.1.5.1.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.1.1.5.2
Context Menu
Same as List Actions
-
4.2.1.1.6
Pending Leads
Not Editable - No smartlist tab
-
4.2.1.1.6.1
Menu
-
4.2.1.1.6.1.1
List Actions
-
4.2.1.1.6.1.1.1
Create Campaign from List
Disabled
-
4.2.1.1.6.1.1.2
New Smart List
-
4.2.1.1.6.1.1.3
New List
-
4.2.1.1.6.1.1.4
Import List
Line above
-
4.2.1.1.6.1.1.5
Export List
-
4.2.1.1.6.1.1.6
Delete List
Disabled
-
4.2.1.1.6.1.1.7
Custom Field Settings
-
4.2.1.1.6.1.1.8
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.1.6.1.2
Lead Actions
-
4.2.1.1.6.1.2.1
New Lead
-
4.2.1.1.6.1.2.2
View Lead Details
-
4.2.1.1.6.1.2.3
Promote to Lead
-
4.2.1.1.6.1.2.4
Delete Lead
-
4.2.1.1.6.1.2.5
Add to Supression List
-
4.2.1.1.6.1.2.6
Add to List…
No Icon
-
4.2.1.1.6.1.3
Buttons
-
4.2.1.1.6.1.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.1.6.1.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.1.1.6.2
Context Menu
Same as List Actions
-
4.2.1.1.6.3
Menu
-
4.2.1.1.6.3.1
List Actions
-
4.2.1.1.6.3.1.1
Create Campaign from List
-
4.2.1.1.6.3.1.2
New Smart List
-
4.2.1.1.6.3.1.3
New List
-
4.2.1.1.6.3.1.4
Import List
Line above
-
4.2.1.1.6.3.1.5
Export List
-
4.2.1.1.6.3.1.6
Delete List
Disabled
-
4.2.1.1.6.3.1.7
Promote all in List
-
4.2.1.1.6.3.1.8
Custom Field Settings
-
4.2.1.1.6.3.2
Lead Actions
-
4.2.1.1.6.3.2.1
New Lead
-
4.2.1.1.6.3.2.2
View Lead Details
-
4.2.1.1.6.3.2.3
Promote to Lead
-
4.2.1.1.6.3.2.4
Delete Lead
-
4.2.1.1.6.3.2.5
Add to Supression List
-
4.2.1.1.6.3.2.6
Add to List…
No Icon
-
4.2.1.1.6.3.3
Buttons
-
4.2.1.1.6.3.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.1.6.3.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.1.1.6.4
Context Menu
Same as List Actions
-
4.2.1.1.7
All Employees
Not Editable - No smartlist tab - Shows only users
-
4.2.1.1.7.1
Menu
-
4.2.1.1.7.1.1
List Actions
-
4.2.1.1.7.1.1.1
Create Campaign from List
-
4.2.1.1.7.1.1.2
New Smart List
-
4.2.1.1.7.1.1.3
New List
-
4.2.1.1.7.1.1.4
Import List
Line above
-
4.2.1.1.7.1.1.5
Export List
-
4.2.1.1.7.1.1.6
Delete List
Disabled
-
4.2.1.1.7.1.1.7
Custom Field Settings
-
4.2.1.1.7.1.1.8
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.1.7.1.2
Lead Actions
-
4.2.1.1.7.1.2.1
New Lead
-
4.2.1.1.7.1.2.2
View Lead Details
-
4.2.1.1.7.1.2.3
Promote to Lead
Disabled
-
4.2.1.1.7.1.2.4
Delete Lead
Disabled
-
4.2.1.1.7.1.2.5
Add to Supression List
-
4.2.1.1.7.1.2.6
Add to List…
No Icon
-
4.2.1.1.7.1.3
Buttons
-
4.2.1.1.7.1.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.1.7.1.3.2
Delete Lead
Disabled
-
4.2.1.1.7.2
Context Menu
Same as List Actions
-
4.2.1.2
Individual Smart Lists Here
-
4.2.1.3
Root Context Menu
-
4.2.1.3.1
Create Folder
-
4.2.1.3.2
Rename Folder
Disabled
-
4.2.1.3.3
Delete Folder
Disabled
-
4.2.1.3.4
Create Smart List
-
4.2.1.4
Context Menu of Folder
A sub folder inside My Smart Lists
-
4.2.1.4.1
Create Folder
-
4.2.1.4.2
Rename Folder
-
4.2.1.4.3
Delete Folder
-
4.2.1.4.4
Create Smart List
-
4.2.1.5
Menu
-
4.2.1.5.1
List Actions
-
4.2.1.5.1.1
Create Campaign from List
-
4.2.1.5.1.2
New Smart List
-
4.2.1.5.1.3
New List
-
4.2.1.5.1.4
Import List
Line above
-
4.2.1.5.1.5
Export List
-
4.2.1.5.1.6
Delete List
Disabled unless selecting list
-
4.2.1.5.1.7
Custom Field Settings
-
4.2.1.5.1.8
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.1.5.2
Lead Actions
-
4.2.1.5.2.1
New Lead
-
4.2.1.5.2.2
View Lead Details
-
4.2.1.5.2.3
Promote to Lead
Disabled
-
4.2.1.5.2.4
Delete Lead
-
4.2.1.5.2.5
Add to Supression List
-
4.2.1.5.2.6
Add to List…
No Icon
-
4.2.1.5.3
Buttons
-
4.2.1.5.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.1.5.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.1.6
Clicking on Folder
Shows Grid of contents?
-
4.2.1.7
Clicking on Smart List
"Shows Grid of Members, separate tab for definition (if applicable)"
-
4.2.1.8
Context Menu of Smart List
Same as List Actions
-
4.2.2
Lists
-
4.2.2.1
Marketing Suspended (System)
Not Editable - No smartlist tab
-
4.2.2.1.1
Menu
-
4.2.2.1.1.1
List Actions
-
4.2.2.1.1.1.1
Create Campaign from List
Disabled
-
4.2.2.1.1.1.2
New Smart List
-
4.2.2.1.1.1.3
New List
-
4.2.2.1.1.1.4
Import List
Line above
-
4.2.2.1.1.1.5
Export List
-
4.2.2.1.1.1.6
Delete List
Disabled
-
4.2.2.1.1.1.7
Custom Field Settings
-
4.2.2.1.1.1.8
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.2.1.1.2
Lead Actions
-
4.2.2.1.1.2.1
New Lead
-
4.2.2.1.1.2.2
View Lead Details
-
4.2.2.1.1.2.3
Promote to Lead
Disabled
-
4.2.2.1.1.2.4
Delete Lead
-
4.2.2.1.1.2.5
Add to Supression List
-
4.2.2.1.1.2.6
Add to List…
No Icon
-
4.2.2.1.1.3
Buttons
-
4.2.2.1.1.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.2.1.1.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.2.1.2
Context Menu
Same as List Actions
-
4.2.2.2
Menu
-
4.2.2.2.1
List Actions
-
4.2.2.2.1.1
Create Campaign from List
-
4.2.2.2.1.2
New Smart List
-
4.2.2.2.1.3
New List
-
4.2.2.2.1.4
Import List
Line above
-
4.2.2.2.1.5
Export List
-
4.2.2.2.1.6
Delete List
-
4.2.2.2.1.7
Custom Field Settings
-
4.2.2.2.1.8
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.2.2.2
Lead Actions
-
4.2.2.2.2.1
New Lead
-
4.2.2.2.2.2
View Lead Details
-
4.2.2.2.2.3
Promote to Lead
-
4.2.2.2.2.4
Delete Lead
-
4.2.2.2.2.5
Add to Supression List
-
4.2.2.2.2.6
Add to List…
No Icon
-
4.2.2.2.3
Buttons
-
4.2.2.2.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.2.2.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.2.3
Context Menu
Same as List Actions
-
4.2.3
Smart Campaigns
-
4.2.3.1
Mirror of Marketing Activities Tree
-
4.2.3.2
Menu
-
4.2.3.2.1
List Actions
-
4.2.3.2.1.1
Create Campaign from List
Disabled
-
4.2.3.2.1.2
New Smart List
-
4.2.3.2.1.3
New List
-
4.2.3.2.1.4
Import List
Line above
-
4.2.3.2.1.5
Export List
-
4.2.3.2.1.6
Delete List
Disabled
-
4.2.3.2.1.7
Select All
Modal to confirm: This will select all 423 leads in this list
-
4.2.3.2.1.8
Custom Field Settings
-
4.2.3.2.2
Lead Actions
-
4.2.3.2.2.1
New Lead
-
4.2.3.2.2.2
View Lead Details
-
4.2.3.2.2.3
Promote to Lead
-
4.2.3.2.2.4
Delete Lead
-
4.2.3.2.2.5
Add to Supression List
-
4.2.3.2.2.6
Add to List…
No Icon
-
4.2.3.2.3
Buttons
-
4.2.3.2.3.1
View Lead Details
Disabled until ONE lead is selected. Two should disable it.
-
4.2.3.2.3.2
Delete Lead
Disabled until lead or leads is selected
-
4.2.3.2.3.3
Go to Campaign
Line Above
-
4.2.3.3
Context Menu
Same as List Actions
-
4.2.4
Views
-
4.2.4.1
Single View
"Delete, New View, Rename"
-
4.3
Companies
-
4.3.1
System Smart Lists
-
4.3.1.1
All Companies
-
4.3.1.2
Supressed Companies
-
4.3.1.3
Do Not Market
-
4.3.2
My Company Lists
-
4.4
Recycle Bin
-
4.4.1
Restore
-
4.4.2
Delete
-
5
Analytics