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Melissa_Kramer2
Melissa_Kramer2
Level 1
August 13, 2019
Question

Marketo Sales Insight Dashboard in Salesforce not allowing contact view filters, what permissions do I need?

  • August 13, 2019
  • 3 replies
  • 3271 views

How do we make it so the sales team can filter on their Best Bets?

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3 replies

Andy_Paul
Adobe Employee
Andy_PaulAdobe Employee
Adobe Employee
August 15, 2019

Hi Melissa, 

When a sales user clicks on the Marketo tab to go to their Best Bets list they will see an option at the top that says "Create New View". This is where your MSI users can create a new view that filters on their Best Bets list.

Hope this helps!

Ambika_Shetty
Adobe Employee
Ambika_ShettyAdobe Employee
Adobe Employee
August 15, 2019

Hi Melissa, is there a particular filter you want to add to this dashboard? 

T
ttrahern1
Level 2
April 7, 2021

We are having the same issue and haven't had a resolution. Any luck here?

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