Let’s imagine that at your recent tradeshow, a person gave you some additional contact info. Here’s how to update person data.
Go to your Database.
Search the person’s name or email address.
Using the email address to search will result in faster search.
Double-click to open the person detail.
There are lots of ways to update person data in Marketo. See Import a List of People and Change Data Value.
Once you change the data, Smart Lists and Smart Campaigns will recognize the new information immediately.
Nice job! You’ve updated your person data.
◄ Mission 8: Alert the Sales Rep