Re: Relative recent view in Marketo Sales Insight?

Darrell_Alfons2
Level 10 - Champion Alumni

Relative recent view in Marketo Sales Insight?

Is there a way to create a view for a sales rep that only show the last two weeks worth of activity?

I want to create a view for all sellers that always updates to the last 2 weeks.

The only option I am seeing is to change last interesting moment date to a certain date (but that would have to be updated each time a seller logs in).

Any other options besides filtering by last interesting moment date?

Thanks!

2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Relative recent view in Marketo Sales Insight?

Do you mean on the SFDC record?

You could run a smart list that says show me Leads with Last Interesting Moment Date IN PAST 2 weeks.

Darrell_Alfons2
Level 10 - Champion Alumni

Re: Relative recent view in Marketo Sales Insight?

Thanks Josh.

How about for the sales rep to view inside his/her MSI on the lead/contact record?