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Lead Score Report with First, Last, and Company Name

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Lead Score Report with First, Last, and Company Name

Question from a newbie.

Trying to set up a Lead Score Report that shows First Name, Last Name, Company Name as well as the scores. Right now this is what I have.

pastedImage_0.png

It only shows the Lead Score and Total Leads with that score. How do I add First Name, Last Name and Company Name to this Report?

Thanks,

JB

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Level 7 - Champion

Re: Lead Score Report with First, Last, and Company Name

Hi, JB!

For the Smart List, you would just add whatever filters you'd like to the Smart List and then create a view in the Leads Tab. It should look something like this:

Marketo____Smart_List_for_Random_Reports_•_Lead_Database.png

Hope this helps!

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4 REPLIES 4
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Re: Lead Score Report with First, Last, and Company Name

Hi JB,

If you really want to use the reporting, create a formula field that concatenates the 3 infos. For instance

Perterson, JB - Security Coverage

and group the report by this field.

But it might be simpler to use a smart list with the exact columns you want and subscribe to it or simply export it on demand.

-Greg

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Level 2

Re: Lead Score Report with First, Last, and Company Name

Is there an article that details out this process? Either one?

Thanks for the response.

JB

Highlighted
Level 7 - Champion

Re: Lead Score Report with First, Last, and Company Name

Hi, JB!

For the Smart List, you would just add whatever filters you'd like to the Smart List and then create a view in the Leads Tab. It should look something like this:

Marketo____Smart_List_for_Random_Reports_•_Lead_Database.png

Hope this helps!

View solution in original post

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Re: Lead Score Report with First, Last, and Company Name