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
  1. Either double-click on any person or single-click the ID on the left.

  2. This will open the person detail screen.

Page Organization - Salesforce page-organization-salesforce

Person information is categorized into the following tabs:

Tab
Description
Info
Contact information and custom fields about a person.
Company Info
Person’s company information and address.
Opportunity Info
Opportunity information synced from Salesforce.
SFDC Lead Field
Built-in Salesforce fields.
SFDC Custom Field
Custom Salesforce fields.
Activity Log
All activities related to the person.

Page Organization - Microsoft Dynamics page-organization-microsoft-dynamics

Tab
Description
Info
Contact information and custom fields about a person.
Company Info
Person’s company information and address.
Opportunity Info
Opportunity information synced from Microsoft.
Microsoft Custom Fields
Custom Microsoft fields.
Microsoft Lead Field
Built-in Microsoft fields.
Activity Log
All activities related to the person.
NOTE
You can also see Opportunity info inserted via API for instances that are not synced with a CRM.

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

Address
Annual Revenue
Anonymous IP
Billing Address
Billing City
Billing Country
Billing Postal Code
Billing State
City
Company Name
Country
Created At
Date of Birth
Department
Do Not Call
Do Not Call Cause
Do Not Call Reason
Email Address
Email Invalid
Email Invalid Cause
External Company Id
External Sales Person Id
Fax Number
First Name
Full Name
Industry
Inferred City
Inferred Company
Inferred Country
Inferred Metropolitan Area
Inferred Phone Area Code
Inferred Postal Code
Inferred State Region
Is Anonymous
Is Customer
Is Partner
Job Title
Last Name
Rating
Score
Person Source
Status
Main Phone
Marketo Social Facebook Display Name
Marketo Social Facebook Id
Marketo Social Facebook Photo URL
Marketo Social Facebook Profile URL
Marketo Social Facebook Reach
Marketo Social Facebook Referred Enrollments
Marketo Social Facebook Referred Visits
Marketo Social Gender
Marketo Social Last Referred Enrollment
Marketo Social Last Referred Visit
Marketo Social LinkedIn Display Name
Marketo Social LinkedIn Id
Marketo Social LinkedIn Photo URL
Marketo Social LinkedIn Profile URL
Marketo Social LinkedIn Reach
Marketo Social LinkedIn Referred Enrollments
Marketo Social LinkedIn Referred Visits
Marketo Social Syndication ID
Marketo Social Total Referred Enrollments
Marketo Social Total Referred Visits
Marketo Social Twitter Display Name
Marketo Social Twitter Id
Marketo Social Twitter Photo URL
Marketo Social Twitter Profile URL
Marketo Social Twitter Reach
Marketo Social Twitter Referred Enrollments
Marketo Social Twitter Referred Visits
Middle Name
Mobile Phone Number
Num Employees
Phone Number
Postal Code
Priority
Relative Score
Role
Salutation
SIC Code
Site
State
Unsubscribed
Unsubscribed Reason
Updated At
Urgency
Website
NOTE
Some fields are not editable:
  • Activity Log
  • Company Information
  • Opportunities for SFDC Contacts
  • Certain Marketo-specific fields, such as Created Date and Original Source Type.
Learn more about System Managed Fields.
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