2. Agenda
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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. 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
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Login Page
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
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5. Lead Management - Marketo
Continue…
5. Enter “John Ron” in Quick Find and Click “Find”
6. “John Ron” Record will display
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6. Lead Management - Marketo
Continue…
7. Select “Salesforce” -> “Sync Lead to SFDC”
8. Select “AssignTo: Queue: Marketing” and Click “Run Now”
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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
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8. Lead Management - Salesforce
Find a Salesforce Lead in Marketo
1. Click “Find” button on Quick Find Section
2. Marketo will show all Leads
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