Skip to main content
A
Anonymous
March 24, 2014
Question

Sales Insight Triage Role

  • March 24, 2014
  • 2 replies
  • 920 views
Hi, Marketo.

We're about to roll out Sales Insight to our sales team. 

One group wants to have a triage person who would approve the leads from Marketo and distribute them to specific salespeople. Everyone -- the triage person and the salespeople -- has Sales Insight.

What would the triage person need to do on the Marketo tab of Salesforce to forward those leads to the right people?

Thanks!
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

Josh_Hill13
Josh_Hill13
Level 10
March 24, 2014
Brad,

So you have an ISR or someone doing some basic lead qualification?

You have to go to the Lead Queue, Lead View, or Lead Record to Change Owner on a lead. That's all they have to do.

This cannot be done at the Marketo Tab.
A
Anonymous
March 25, 2014
Thanks, Josh. Makes sense.

One last thing: Once the triage person changes the owner, would the lead migrate to the correct person's Sales Insight tab--or somewhere else?

Just trying to explain how the flow will work...
Terms & ConditionsAccessibility statement

Loading footer...