In this Champion Tips and Tricks series, we asked Marketo Champion, Jenny Robertson, to share her Top 3 Best Practices for using Marketo.
Learn something new? Comment below on which topics you'd like to see next!
Great tips and tricks, Jenny Robertson! The Activity Log is a wealth of information once you start to dig into it!
Yes! Great point on the "person is created" trigger, not including this is such an easy way for leads to fall through the cracks...
Ooo yes - that Person is created trigger is a must - it's easy to forget or skip.
Yes! I think this is something that needs be be emphasized for new users, it's not totally intuitive and can really trip you up!