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A
Anonymous
February 19, 2015
Question

Adding campaign title field to Sales Insights

  • February 19, 2015
  • 2 replies
  • 922 views
We manage our leads according to campaigns, but we haven't found out if we're able to insert this field into the Sales Inishgts dashboard so reps can connect each lead to the campaign it belongs.

Anybody has an idea of how to do this?

Thanks!
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
February 19, 2015
You could create an interesting moment with this information. SFDC Campaign is better though.

Trigger: Becomes member of Program or Campaign

Create IM: Type = Campaign {{Trigger.Name}} or something.
A
Anonymous
February 19, 2015
Thanks, Josh.  But it doesn't seem that we can have the campaign listed in a way that the reps could sort through them so they know which leads to prioritize within a certain campaign  - this way they don't need to keep going back and forth between the campaign list on SFDC and the sales insight on Marketo.
 
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