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The person detail page contains all the information Marketo knows about a person. You can edit data directly from this page.

FYI

Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions. There are some other changes, too. Learn more.

Getting to Person Detail Page

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

Example

  • 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

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

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.

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

         
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      



Deep Dive

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.

 

 

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