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Kevin_Lee4
Kevin_Lee4
New Participant
September 27, 2018
Solved

Creating Tasks Flow Step

  • September 27, 2018
  • 1 reply
  • 2561 views

Hi All,

This is a shot in the dark but I'm wondering if something can be altered in a flow step. For creating a task, there's a Choice action that assigns an alert email to the Lead Owner. Is it possible to have that alert get sent to the Contact owner instead? If so, I'd assume that it would involve some back end manipulation.

For this particular situation we have existing contacts to an account, in which we'd like to send the alert to the contact owner. There are also leads for that particular account under a different owner that it gets sent to.

Any feedback is appreciated.

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Best answer by Denise_Greenb12

Hi Kevin,

Marketo doesn't distinguish between Lead Owner and Contact Owner. Where the Marketo UI says "Lead" that means lead or contact. The Sales Owner is the person who owns the person record regardless of whether it's a Lead or a Contact.

Denise

1 reply

Kevin_Lee4
Kevin_Lee4Author
New Participant
September 27, 2018

For reference. The choice action above I'm referring to is "Owner".

Denise_Greenb12
Denise_Greenb12Accepted solution
New Participant
September 27, 2018

Hi Kevin,

Marketo doesn't distinguish between Lead Owner and Contact Owner. Where the Marketo UI says "Lead" that means lead or contact. The Sales Owner is the person who owns the person record regardless of whether it's a Lead or a Contact.

Denise

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