Gerard_Donnell4

Thanks for the info Grégoire Michel​. So if I want to report on 4 different lead sources I would need to create 4 static lists and a smart campaign to funnel them into the correct list. It's hard to believe Marketo has not created a better solution to this yet.

Jessica Kao​ when you save the results to a list do they remain permanent and don't change when the fields get updated?

Good shout Grégoire Michel​. The company I'm with now use tout app. The sales team have a number of email templates and nurture campaigns set up in it. When they speak with a lead or contact they can just select the email or nurture they want directly from Salesforce. It's super easy. The only t...

Thanks Chris. What I'm stuck on is if we are sending an invite for an event and the sales team want a copy a day or two in advance. The email has been built as part of an event in Marketing Activities and is probably 5 levels deep which is a nightmare to try and let sales access through MSI.

I use on24 and love it. Super simple to use and integrates well. ON24 – Webcasting – Marketo LaunchPoint

Do you want to provide some more details about exactly what you are trying to do? There may be a different way to do it.

You might need to do this in Salesforce. If the owner is a queue the details are not synced across to Marketo as far as I know (Sales owner First Name, Last Name and Email). Those fields just stay blank which means you wont be able to look them up.

Thanks for the info Dan, Just voted it up.