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

There are lots of ways to open specific people. Some examples are listed below.

  • 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

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

This will open the person detail screen. 

Page Organization - Salesforce

Person information is categorized into the following tabs:

TabDescription
InfoContact information and custom fields about a person.
Company InfoPerson's company information and address.
Opportunity InfoOpportunity information synced from Salesforce.
SFDC Lead FieldBuilt-in Salesforce fields.
SFDC Custom FieldCustom Salesforce fields.
Activity LogAll activities related to the person.

Page Organization - Microsoft Dynamics

TabDescription
InfoContact information and custom fields about a person.
Company InfoPerson's company information and address.
Opportunity InfoOpportunity information synced from Microsoft.
Microsoft Custom FieldsCustom Microsoft fields.
Microsoft Lead FieldBuilt-in Microsoft fields.
Activity LogAll activities related to the person.

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

     
AddressAnnual RevenueAnonymous IPBilling AddressBilling City
Billing CountryBilling Postal CodeBilling StateCityCompany Name
CountryCreated AtDate of BirthDepartmentDo Not Call
Do Not Call CauseDo Not Call ReasonEmail AddressEmail InvalidEmail Invalid Cause
External Company IdExternal Sales Person IdFax NumberFirst NameFull Name
IndustryInferred CityInferred CompanyInferred CountryInferred Metropolitan Area
Inferred Phone Area CodeInferred Postal CodeInferred State RegionIs AnonymousIs Customer
Is PartnerJob TitleLast NameRatingScore
Person SourceStatusMain PhoneMarketo Social Facebook Display NameMarketo Social Facebook Id
Marketo Social Facebook Photo URLMarketo Social Facebook Profile URLMarketo Social Facebook ReachMarketo Social Facebook Referred EnrollmentsMarketo Social Facebook Referred Visits
Marketo Social GenderMarketo Social Last Referred EnrollmentMarketo Social Last Referred VisitMarketo Social LinkedIn Display NameMarketo Social LinkedIn Id
Marketo Social LinkedIn Photo URLMarketo Social LinkedIn Profile URLMarketo Social LinkedIn ReachMarketo Social LinkedIn Referred EnrollmentsMarketo Social LinkedIn Referred Visits
Marketo Social Syndication IDMarketo Social Total Referred EnrollmentsMarketo Social Total Referred VisitsMarketo Social Twitter Display NameMarketo Social Twitter Id
Marketo Social Twitter Photo URLMarketo Social Twitter Profile URLMarketo Social Twitter ReachMarketo Social Twitter Referred EnrollmentsMarketo Social Twitter Referred Visits
Middle NameMobile Phone NumberNum EmployeesPhone NumberPostal Code
PriorityRelative ScoreRoleSalutationSIC Code
SiteStateUnsubscribedUnsubscribed ReasonUpdated At
UrgencyWebsite   



Some fields are not editable:

  • Company Information
  • Opportunities for SFDC Contacts
  • Certain Marketo-specific fields, such as Created Date and Original Source Type.
  • Activity Log

Learn more about System Managed Fields.