Choose an Action in Sales Insight

The following actions are available from the Sales Insight drop-down in Salesforce Classic and Lightning:

  • Send Marketo Email
  • Add to Marketo Campaign
  • Add to Watch List

Each of these features can be accessed from:

Page Layout with single action

  • Lead Layout Panel: Single action and can be controlled by user profile

  • Contact Layout Panel: Single action and can be controlled by user profile

  • Lead Layout Button: Single action and cannot be controlled by user profile

  • Contact Layout Button: Single action and cannot be controlled by user profile

Page Layout with group action

  • Account Layout Panel: Group action and can be controlled by user profile

  • Opportunity Layout Panel: Group action and can be controlled by user profile

Best Bets tab

  • Best Bets Bulk Actions Tab: Group action and can be controlled by user profile

  • Best Bets In-line Actions Tab: Single action and can be controlled by user profile

List View with bulk action

  • Lead List View: Bulk action and cannot be controlled by user profile

  • Contact List View: Bulk action and cannot be controlled by user profile

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