For instances synced with Salesforce:
Currently the "Was Added to Opportunity" filter can be filtered by using the contraints:
Role (i.e. the Contact Role)
These 2 constraints are currently missing from the "Has Opportunity" filter.
It would be beneficial if the "Has Opportunity" filter could be filtered by the "Is Primary" and "Role" fields given that the "Was Added to Opportunity" data is only retained for 25 months whilst the "Has opportunity" field is retained for longer (I don't think there's any limit?).
Note that a possible workaround to the "Was Added to Opportunity" being retained for only 25 months could be to recreate the "Was Added to Opportunity" activity by setting up an automated process in SFDC to remove contacts from the opportunity in SFDC and then re-add them 25 months after they were added as a contact role. Annoying having to do this though.
... View more
We've had a couple of situations where clients have imported files into lists with thousands, even millions, of blank records. The CSV files looked fine, however, after import, it turns out there were blank rows in the CSV files, which Marketo imported as blank records. On 1 occurance, we've seen this result in over 1.8 million blank records being imported into Marketo, causing degraded performance in Marketo whilst uploading that many records, as well as deleting all of the blank records. With some other marketing automation platforms, it tells you how many records are going to be imported before you actually do the import. A similar feature for Marketo would allow users to know how many records they're importing before they import, giving them peace of mind. It would also help prevent a situation like we've seen where thousands of blank records are imported resulting in degraded performance of Marketo and prevent time wasted cleaning
... View more