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.