Re: Setting up users for success

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Setting up users for success

I am admin for Marketo.  We have a standard version of the software (meaning no workspaces and we are not integrating with our CRM initially).  Do you have a checklist or step-by-step guide on what I need to do in order for my users to be successful?  They have aleady been added and taken th online training.  Now I need to get them actually using Marketo.

I am thinking  of things like:

Folder and naming conventions
Field creation
Lead scoring
Standard reports

Other I don't even know yet!?

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Re: Setting up users for success

Josh Hill as always has a handy resources for this:

He has multiple types of checklists that could be useful to you in thise case. 

- Jeff