Marketo Guide

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Marketo Guide

  1. 1. 1 Marketo Guide
  2. 2. Agenda 2 Lead Management • Login in to Marketo • Creating a Lead in Marketo • Quick Find in Marketo • Assigning a Lead to Queue • View Lead Status • Search a Lead in Salesforce • Search a Salesforce Lead in Marketo
  3. 3. Marketo To access marketo.com simply navigate to the website, and enter your username and password. URL: https://login.marketo.com/ Login: sandbox@runzheimer.com Password: !Welcome0831 3 Login Page
  4. 4. Lead Management - Marketo Creating a Lead 1. Click ‘Lead Database’ tab 2. Click New Lead, new Lead will open 3. Enter First Name, Last Name, Email (required field) and Company Name 4. Click ‘CREATE’ button 4 1 2 3 4
  5. 5. Lead Management - Marketo Continue… 5. Enter “John Ron” in Quick Find and Click “Find” 6. “John Ron” Record will display 5 5 6
  6. 6. Lead Management - Marketo Continue… 7. Select “Salesforce” -> “Sync Lead to SFDC” 8. Select “AssignTo: Queue: Marketing” and Click “Run Now” 6 7 8
  7. 7. Lead Management - Marketo Continue… 9. Flow Action will show the Lead processed status, Click “View Results” 10. Results will show “Detail: SFDC Action: insert” 11. Search “John Ron” in you SFDC 12.View “John Ron” record in Search Results 7 9 10 11 12
  8. 8. Lead Management - Salesforce Find a Salesforce Lead in Marketo 1. Click “Find” button on Quick Find Section 2. Marketo will show all Leads 8 21
  9. 9. Questions 9
  10. 10. ThankYou 10

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