0 Replies Latest reply on Apr 27, 2017 4:45 PM by Paul Wilson

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

    Paul Wilson

      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