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A
Anonymous
April 11, 2016
New

Make "Email" the default tab in Marketo Sales Insight

  • April 11, 2016
  • 3 replies
  • 1975 views

It would be nice if we could make the "Email" tab the default in Marketo Sales Insight (in Salesforce).  This is the most referred to tab among our Salesforce users, and let's face it, Marketo Sales Insight can be slow to navigate around.

    3 replies

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    April 13, 2016

    Hi Allison,

    I would not agree on this. When well used, Interesting moments should be the most used tab in MSI. For a sales person, knowing that someone filled out a form, attended an event or registered for an offer if far more valuable than knowing which emails were sent or clicked.

    If you do not have these info in MSI, and if email tab is the most used one, it is probably the symptom that you should consider investing more in Interesting moments.

    -Greg

    A
    Anonymous
    April 13, 2016

    I can see uses for each of your cases. 

    So rather than changing the default tab for everyone it might be best if there were an option for each org / profile / user to be able to setup their own default.

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      April 13, 2016

      Agreed.

      -Greg

      K
      kh-lschutte
      February 6, 2020
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