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Leads in Marketo
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on Jun 24, 2013
on Jun 24, 2013 by 7595
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Marketo is set up to send sales alerts to my sales reps. Where can I find the number of leads that went to John, Sue, etc?
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Jun 24, 2013 7:32 AM
If I understand your question correctly, you can set up a report by lead owner (created within a timeframe) and have it sent to the reps.
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Jun 24, 2013 9:03 AM
Are you asking about how many alerts were sent to each sales rep in a defined period? If so, there isn't an off-the shelf report that will show this and there isn't a "by lead owner" option on any reports. What I have done to generate a report of leads that have been sent a certain email by salespersons or in your case, leads that generated an alert email to the owner, is as follows.
Create a Lead Performance report with the desired smart list filters.
Create a set of smart lists for each salesperson with filters for the desired action (e.g. alert was sent, sales email was sent).
Add these smart lists as custom columns to the Lead Performance report.
The total at the bottom of each custom column will give you a count of the number of leads that generated the activity by owner. Keep in mind that owner changes during the measurement period may result in multiple attributions to different owners and that multiple activities during the measurement period will list only a single lead.
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