Paul Wilson

[Sales Insights Tip] Adding Marketo Sales Insights Manually to a DCRM Form

Discussion created by Paul Wilson Employee on Apr 27, 2017

When you create a new custom Form in DCRM you can then go in and add Marketo Sales Insights onto that Form.

 

Step 1: Edit the form you want to add MSI to to first add a tab, and then a web resource

Screen Shot 2017-04-21 at 11.22.00 AM.png

 

Step 2: Select the mkt_/PersonView.htm web resource:

Screen Shot 2017-04-21 at 11.23.54 AM.png

Step 3: Adjust the formatting for the web resource so it is one column, and the height is 12 (not 6)

Screen Shot 2017-04-21 at 11.24.39 AM.png

 

And that should do it for you!

 

Paul Wilson

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