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A
Anonymous
January 18, 2013
Question

Filter-Account Type

  • January 18, 2013
  • 3 replies
  • 949 views
I do not see a filter for Account type (Paid POC, Customer, Prospect). It would help me immensely on my smart lists if I could make customer lists using this filter. Is there any way I could create a filter like this?
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3 replies

A
Anonymous
January 18, 2013
Is this a field you have in SFDC? Make sure the Marketo User that is synced with SalesForce has access to the field. If it does, it should appear as a filter choice in Marketo.
A
Anonymous
January 18, 2013
How can I check if it is a field in SFDC? I see it as a column when I look up the account list.
A
Anonymous
January 18, 2013
So then yes, it is a field. Ask your SFDC Admin to give your Marketo User's profile read/write access.
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