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R
Renee-1
Level 3
July 9, 2021
Solved

Where to view the data of Person status

  • July 9, 2021
  • 1 reply
  • 3957 views

I am learning from Marketo product material. From the post it says we can get the report of "person status" to see people in different status. I go to check my Marketo and I  found the field of "person status" but it seems to be a SalesForce integration field, which shows the people in different progress from new, working, qualified, disqualified....but i could not see the value below like the number of prospect. 

 

Can someone tell how to make the report similar the post below and where is the person status field in Marketo 

Moreover, from this MEC question, it says we can see the "sales ready lead" from the lead status ? Is the "lead status" "person status" same thing ? Can someone instruct how to see ? Is the same concept above?

 

 

 

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Best answer by Michael_Florin-2

There a lot of good thoughts in your question.

 

"Lead Status" and "Person Status" are the same thing. As are "Lead Source" and "Person Source". Marketo decided at one point to replace "Lead" with "Person" to not confuse it with Salesforce's concept of a Lead anymore. This renaming wasn't executed with perfect consequence which you can see in various places, e.g. in the API name of the field.

 

The report you linked down there is a "People Performance Report" with a filter on "Created At" and grouped by "Person Status". You have to search for "Lead Status" in order to find it. (See above regarding consequence 😉)


And finally, I think the MEC question might need a do-over. You are right: Person Status (or Lead Status) is a Salesforce-synced field, and it indicates the status of a person in Salesforce. You might say that if a person in Salesforce has this status, the hand-off from Marketo to Sales has already happened and it is beyond "sales ready".

 

1 reply

Michael_Florin-2
Michael_Florin-2Accepted solution
Level 10
July 9, 2021

There a lot of good thoughts in your question.

 

"Lead Status" and "Person Status" are the same thing. As are "Lead Source" and "Person Source". Marketo decided at one point to replace "Lead" with "Person" to not confuse it with Salesforce's concept of a Lead anymore. This renaming wasn't executed with perfect consequence which you can see in various places, e.g. in the API name of the field.

 

The report you linked down there is a "People Performance Report" with a filter on "Created At" and grouped by "Person Status". You have to search for "Lead Status" in order to find it. (See above regarding consequence 😉)


And finally, I think the MEC question might need a do-over. You are right: Person Status (or Lead Status) is a Salesforce-synced field, and it indicates the status of a person in Salesforce. You might say that if a person in Salesforce has this status, the hand-off from Marketo to Sales has already happened and it is beyond "sales ready".

 

    R
    Renee-1Author
    Level 3
    July 12, 2021

    Thanks for your reply. 

    I referred to your comment to search for the info from my Marketo but still could not find the report as this one. 

    I followed your way, click on people performance report and do the filter, the report was like this

    NOT LIKE this one

     

    Moreover, could you elaborate on this more? what's the difference between people performance and people by status. 

    If I clicked on the people by status, what I found is something silimar

    BUT it also doesn't look like this chart. 

     

     

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