Hi Todd,I actually misspoke. I've done some more research, and you can add the Sales Insight window to the Opportunity and Account layout. This will have a little more limited view...
Hi Karen,You're looking for a list of the activities of your users, correct? If so, Marketo support can do that. You'll want to open a case with support and ask for the user activi...
How are leads getting to the form? Could you use a hidden field to capture a url parameter? Each url leading to the form could contain the name of the asset, and the hidden field o...
So, a lead's status in the Nurture campaign is going to be completely separate from any other Program. If you have Emails and campaigns in one Program, and you use those in the Nur...
Hi Colby,If you choose to delete leads you'll want to do it in Marketo with the Delete Lead flow action, and the Delete From CRM/Salesforce option set to true. If you delete them i...
Hi James,There isn't currently a way for a lead record to have two email addresses and be able to switch between the two, but I understand how that would be convenient in this situ...
Hi Todd,This isn't currently possible, as Sales Insight is focused on the Lead and Contact information only. It draws its data from Marketo directly, and the only data Marketo has ...