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Shawn_Granniss
Shawn_Granniss
Level 2
November 5, 2018
Question

Building Smart List sorted by BD owner

  • November 5, 2018
  • 1 reply
  • 2464 views

This might be an easy question, but I can't figure it out.

I am trying to build a smart list that, when pulled from Netsuite, will sort by BD Lead owner name. Does anyone have experience with this? Will I need to create a new filter/field within Marketo?

Thanks

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1 reply

Dan_Stevens_
Dan_Stevens_
Level 10
November 5, 2018

Unfortunately, not every column can be sorted.  This has been an Idea for some time now:

Shawn_Granniss
Shawn_GrannissAuthor
Level 2
November 5, 2018

I guess "sort" was a bad term to use. I apologize. I need to pull leads by individual lead owner from Netsuite.

Dan_Stevens_
Dan_Stevens_
Level 10
November 5, 2018

Sorry, I'm not familiar with the integration with Netsuite.  In SFDC/MSD, the following lead owner (now called "Sales Owner) fields are available:

Just know that this isn't always a BD - it could also be a marketer, depending on your lead management process.  If you definitely want BD owner, it may be necessary for custom fields and workflows on the Netsuite side.

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