Using the Person Detail Page using-the-person-detail-page
The person detail page contains all the information Marketo knows about a person. You can edit data directly from this page.
Getting to Person Detail Page getting-to-person-detail-page
There are lots of ways to open specific people. Some examples are:
- From the Database, you can search in the Quick Find
- Any Smart List or list
- Members tab of a program
- View Campaign Members in a Smart Campaign
- Some reports
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Either double-click on any person or single-click the ID on the left.
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This will open the person detail screen.
Page Organization - Salesforce page-organization-salesforce
Person information is categorized into the following tabs:
Page Organization - Microsoft Dynamics page-organization-microsoft-dynamics
Editing a Field editing-a-field
Many fields are editable. To update a person’s information, type in a new value and click outside the field to save.
Marketo Default Fields Prior to CRM Sync marketo-default-fields-prior-to-crm-sync
- Activity Log
- Company Information
- Opportunities for SFDC Contacts
- Certain Marketo-specific fields, such as Created Date and Original Source Type.