4 Replies Latest reply on Jun 9, 2017 11:36 PM by Josh Hill

    Tips for cleaning up a messy instance?

    Amy Connor

      I just started at a new company that has been using Marketo for a few years, and the instance is really disorganized. There's no naming convention or organizational structure. In some cases, pieces of what should be one program are split over several. In others, what should be several separate programs are combined into one. There are operational flows in marketing programs. Etc.

       

      I realize I have to do a full-scale overhaul, and I'd appreciate any advice! How should I go about auditing and prioritizing? What should I tackle first? What do I need to be super careful about?