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Paul_Johnson
Paul_Johnson
Level 4
November 30, 2016
Risolto

Lead/Contact Owner

  • November 30, 2016
  • 3 risposte
  • 1962 visualizzazioni

Hello Community. I'm trying to create a handful of custom views on Marketo Sales insight. On some of them I NEED the Owner name tab to exist. However, I cannot seem to add it to a view. Any advice? The standard "my team best bets" view has this tab on it so I know you shouldbe able to add the tab or at least customize the standard "my team best bets".

Thanks for the help!

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Migliore risposta di Grégoire_Miche2

Hi Paul,

This is not possible at all in the MSI widget that shows in lead or contact screens, and neither on the Marketo Tab. In fact, one can control a few things on the later, but the not the columns that are displayed.

Now, you can create your own lead or contact views with the columns you want, and add the stars and flames to it. The fields are named "Relative score" and "Urgency" respectively.

-Greg

3 risposte

Grégoire_Miche2
Grégoire_Miche2Risposta
Level 10
November 30, 2016

Hi Paul,

This is not possible at all in the MSI widget that shows in lead or contact screens, and neither on the Marketo Tab. In fact, one can control a few things on the later, but the not the columns that are displayed.

Now, you can create your own lead or contact views with the columns you want, and add the stars and flames to it. The fields are named "Relative score" and "Urgency" respectively.

-Greg

Paul_Johnson
Paul_JohnsonAutore
Level 4
November 30, 2016

Thanks Grégoire

Grégoire_Miche2
Grégoire_Miche2
Level 10
November 30, 2016

You are welcome

-Greg

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