Marketo Sales Insight Information got lost upon converting a Lead to Contact. Is there a way to stop this from happening?
Do you have any custom conversion rules during conversion from a Lead to a Contact?
Also what CRM are you using?
We are using a tool LeanData for conversion of Leads to Contacts, as well
do manual conversion some times.
On Fri, Feb 22, 2019 at 2:59 AM Floyd Alvares <email@example.com>
OK, from that I'll assume you are using Salesforce. But it still doesn't really narrow it down. There's a bunch of things you need to check.
- Have you properly installed MSI app onto the contact page layouts?
- Have you mapped the MSI fields appropriately between lead and contact for lead conversion (fields like Urgency, Engagement etc)?
- Does Marketo have the right permissions to write to the Contact in your instance?
That'd be the initial places I'd start to troubleshoot. I'd like a bit more information though - when you say "got lost" what do you mean? And what specific MSI information are you referring to?