Marketo Sales Insight Dashboard in Salesforce not allowing contact view filters, what permissions do I need?

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Marketo Sales Insight Dashboard in Salesforce not allowing contact view filters, what permissions do I need?

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How do we make it so the sales team can filter on their Best Bets?

2 REPLIES 2
Marketo Employee

Re: Marketo Sales Insight Dashboard in Salesforce not allowing contact view filters, what permissions do I need?

Hi Melissa, 

When a sales user clicks on the Marketo tab to go to their Best Bets list they will see an option at the top that says "Create New View". This is where your MSI users can create a new view that filters on their Best Bets list.

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Hope this helps!

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Marketo Employee

Re: Marketo Sales Insight Dashboard in Salesforce not allowing contact view filters, what permissions do I need?

Hi Melissa, is there a particular filter you want to add to this dashboard?