Building Smart List sorted by BD owner

Shawn_Granniss
Level 2

Building Smart List sorted by BD owner

This might be an easy question, but I can't figure it out.

I am trying to build a smart list that, when pulled from Netsuite, will sort by BD Lead owner name. Does anyone have experience with this? Will I need to create a new filter/field within Marketo?

Thanks

3 REPLIES 3
Dan_Stevens_
Level 10 - Champion Alumni

Re: Building Smart List sorted by BD owner

Unfortunately, not every column can be sorted.  This has been an Idea for some time now:

Shawn_Granniss
Level 2

Re: Building Smart List sorted by BD owner

I guess "sort" was a bad term to use. I apologize. I need to pull leads by individual lead owner from Netsuite.

Dan_Stevens_
Level 10 - Champion Alumni

Re: Building Smart List sorted by BD owner

Sorry, I'm not familiar with the integration with Netsuite.  In SFDC/MSD, the following lead owner (now called "Sales Owner) fields are available:

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Just know that this isn't always a BD - it could also be a marketer, depending on your lead management process.  If you definitely want BD owner, it may be necessary for custom fields and workflows on the Netsuite side.