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on Nov 13, 2013 1:59 PM by Veronica Holmes
Losing Marketo Sales Insight data when converting a lead to an account
Nov 13, 2013 10:44 AM
When we convert leads to an Account we are losing the entirety of their Marketo Sales Insight data including, interesting moments, web activity, email and score. Can anyone tell me:
- Is this just what happens?
- Is this a Marketo problem?
- Is this a problem with our Salesforce instance?
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Re: Losing Marketo Sales Insight data when converting a lead to an account
Nov 13, 2013 1:59 PM
in response to 5ba9a887bb30a1584bbd1210b0f1042a225f1bf6
Hi - I'm answering this assuming you are not using Salesforce Person Accounts.
The Sales Insight data for the lead should convert onto the Contact that is created on lead conversion (rather than the Account). Do you have Sales Insight on the Contact page layout as well?
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