Sync Custom Fields to Performance Insights

MPI Revenue and Pipeline dashboards can filter on custom Marketo fields. in order to do so you need to set the custom fields to be synced.

NOTE

Admin Permissions Required

NOTE

This article is only for users who do not have Revenue Cycle Analytics. If you do have RCA, please follow the steps in this article.

  1. Go to the Admin section.

  2. Under Other Stuff, select Program Analysis.

  3. Click the Custom Field Sync tab.

  4. Select the field you want to enable sync for and click Edit Sync Option.

  5. Change the Sync Status to Enabled.

  6. Select the RCA Type of your choice, then click Save.

    NOTE

    Once enabled, the fields will be available in MPI the following day.

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