Re: Adding campaign title field to Sales Insights

Anonymous
Not applicable

Adding campaign title field to Sales Insights

We manage our leads according to campaigns, but we haven't found out if we're able to insert this field into the Sales Inishgts dashboard so reps can connect each lead to the campaign it belongs.

Anybody has an idea of how to do this?

Thanks!
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2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Adding campaign title field to Sales Insights

You could create an interesting moment with this information. SFDC Campaign is better though.

Trigger: Becomes member of Program or Campaign

Create IM: Type = Campaign {{Trigger.Name}} or something.
Anonymous
Not applicable

Re: Adding campaign title field to Sales Insights

Thanks, Josh.  But it doesn't seem that we can have the campaign listed in a way that the reps could sort through them so they know which leads to prioritize within a certain campaign  - this way they don't need to keep going back and forth between the campaign list on SFDC and the sales insight on Marketo.