2 Replies Latest reply on Dec 21, 2015 3:19 PM by Josh Hill

    What are some workflow examples for MQL task creation?

      Hi All,


      I am trying to implement global scoring. With that, I want to create a task once a lead hits 100 points. The problem I am encountering is how to customize that task for the last action that put the lead over the threshold? For example, how do I let a sales rep know that it was a contact us form vs. a webinar that pushed a lead over 100? Right now, the task created in Marketo and synced to SFDC is very generic.

       

      Does anyone have an examples of how they either create custom info within a task for last action completed? Or if they are doing this process differently? Overall, my goal is just to provide sales with specific information on the last action a lead took to hit 100 points.


      Thanks!

      Lauren