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Re: Detailed Leads Report?

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Anonymous
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Detailed Leads Report?

I might be missing something; I'm trying to run a report that shows individual leads that have a lifecycle status of MQL where I can bring in additional columns for lifecycle status, scores, emails, titles, company, etc.for which I can create subscriptions. All of the reports I've tried are cumulative (will give me the total number of certain status, but wont show individual leads) I know  can run a smart list like this and update the view, but can I add a subscription to a smart list?

Thanks!

Dan
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Anonymous
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Re: Detailed Leads Report?

If you have Revenue Explorer (Select edition or RCA), you can create and subscribe to a Lead Analysis report.  See example screenshot below:

0EM50000000Qv2M.jpg

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Anonymous
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Re: Detailed Leads Report?

Unfortunately there's no option to subscribe to a smart list. But... vote for the idea in the community and hopefully Marketo will make our dreams come true!

http://community.marketo.com/MarketoIdeaDetail?id=08750000000HAX9AAO
Anonymous
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Re: Detailed Leads Report?

If you have Revenue Explorer (Select edition or RCA), you can create and subscribe to a Lead Analysis report.  See example screenshot below:

0EM50000000Qv2M.jpg
Anonymous
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Re: Detailed Leads Report?

Always thinking outside of the box, TJ 😉 Totally forgot about RCE, but it's super helpful! Really powerful analytics--and the report goes straight to your inbox.
Anonymous
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Re: Detailed Leads Report?

Thanks TJ,

This doesnt allow full flexibility with the data i want to see, but its a start.
Anonymous
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Re: Detailed Leads Report?

I agree, that the best way to go about this with the most flexibility into what you want to see is just smart lists (but there aren't subscriptions). You could also set up this report in SFDC and schedule that to be sent to you.