Best bet but not in marketo

Steph_Anderson
Level 4

Best bet but not in marketo

We are trying to get our sales reps to leverage Marketo Sales Insights' Best Bets and Watchlist. But I'm noticing some glitches that are frustrating our reps to the point of not using it.

For example, one rep has a "Best Bet" who hasn't been in Marketo since 2015. How can they still be in Best Bets if they aren't even in Marketo. That is not useful at all to our reps. Worst part is the contact is at the top of her Best Bets list.

Thoughts?

Thanks!

3 REPLIES 3
Chris_Saporito
Level 9

Re: Best bet but not in marketo

Best Bets are calculated by lead score. You could try to wipe the lead score for that record to see if that removes them from the Best Bets list. Also, you can adjust the Best Bets criteria within the Admin section of Marketo, see screenshot!

Screen Shot 2018-05-17 at 12.46.54 PM.png

Steph_Anderson
Level 4

Re: Best bet but not in marketo

Interesting. So I stripped her of her score and she remains in the best bets. Any other thoughts?

Chris_Saporito
Level 9

Re: Best bet but not in marketo

Interesting, did you clear out all scores? If so, maybe reach out to Support. I thought for sure that clearing out the lead scores would move them out.