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Re: Uploading Lead Owner with List

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Amanda_Thomas6
Level 9 - Champion

Uploading Lead Owner with List

Can I over ride the "Blocked (System Managed)" error that appears when you try to upload and assign at the same time? Just wondering why it's an option if we can't choose it.

Thanks!

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Grégoire_Miche2
Level 10

Re: Uploading Lead Owner with List

Hi Amanda,

If you are not in a CRM-enabled Marketo subscription, you can use the new Sales Person API (Marketo REST APIs: Sales Person Objects » Marketo Developers )

-Greg

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3 REPLIES 3
Raul_Cano2
Level 3

Re: Uploading Lead Owner with List

This is not possible via a list import in Marketo. You will have to either do it in your CRM or create a smart campaign that updates the records' owner. This can be time consuming if there are multiple owners in your list.

Raul

Amanda_Thomas6
Level 9 - Champion

Re: Uploading Lead Owner with List

There were two different lead owner's in one column. So, I just separated the list like normal and ran the change owner step in the flow. Just thought there might have been another way since they have the owner field available in the drop down.

Grégoire_Miche2
Level 10

Re: Uploading Lead Owner with List

Hi Amanda,

If you are not in a CRM-enabled Marketo subscription, you can use the new Sales Person API (Marketo REST APIs: Sales Person Objects » Marketo Developers )

-Greg

View solution in original post