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