Sales Insight Triage Role

[Anonymous]

Hi, Marketo.

We're about to roll out Sales Insight to our sales team. 

One group wants to have a triage person who would approve the leads from Marketo and distribute them to specific salespeople. Everyone -- the triage person and the salespeople -- has Sales Insight.

What would the triage person need to do on the Marketo tab of Salesforce to forward those leads to the right people?

Thanks!

[Josh_Hill13]

Brad,

So you have an ISR or someone doing some basic lead qualification?

You have to go to the Lead Queue, Lead View, or Lead Record to Change Owner on a lead. That's all they have to do.

This cannot be done at the Marketo Tab.

[Anonymous]

Thanks, Josh. Makes sense.

One last thing: Once the triage person changes the owner, would the lead migrate to the correct person's Sales Insight tab--or somewhere else?

Just trying to explain how the flow will work...