How to Create a Custom Interesting Moment Type

A document by KCS Integration on behalf of Brian Burks on Nov 15, 2017Last modified by Brian Burks on Nov 21, 2017
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Issue Description
None of the default Interesting Moment Types (Web, Milestone, Email) fit the description I would like. It's not immediately clear how to create my own interesting moment type for Marketo Sales Insight.

 

Issue Resolution
You can simply type in what you would like the type of the Interesting Moment to be instead of choosing one of the options in the drop down. See the below screenshot:

custom-activity.gif

 

Who This Solution Applies To
Salesforce Sync, Sales Insight Users

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