I'm wondering if there is a way to pull in a date column when building a smart list report of when each person entered a certain stage... example:
It would be great if I could pull the MSI information pictured above in Salesforce of MQL-Warm Date 6/27/19 into a Marketo report. Any suggestions?
Hi Virginia,
Unfortunately, there's no default way to pull a date or time into a Smart List view. You can, however, develop a process within Marketo that date stamps a field whenever a specified action occurs - such as becoming an MQL (e.g. date stamp a field titled "MQL Date" when a lead becomes an MQL).
Hi Josh!
Thanks for your response!!
Virginia