Marketo Sales Insight Dashboard in Salesforce not allowing contact view filters, what permissions do I need? | Community
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Melissa_Kramer2
Melissa_Kramer2
New Participant
August 13, 2019
Question

Marketo Sales Insight Dashboard in Salesforce not allowing contact view filters, what permissions do I need?

  • August 13, 2019
  • 3 replies
  • 3258 views

How do we make it so the sales team can filter on their Best Bets?

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3 replies

T
ttrahern1
New Participant
April 7, 2021

We are having the same issue and haven't had a resolution. Any luck here?

Ambika_Shetty
Ambika_Shetty
New Participant
August 15, 2019

Hi Melissa, is there a particular filter you want to add to this dashboard? 

Andy_Paul
Andy_Paul
New Participant
August 15, 2019

Hi Melissa, 

When a sales user clicks on the Marketo tab to go to their Best Bets list they will see an option at the top that says "Create New View". This is where your MSI users can create a new view that filters on their Best Bets list.

Hope this helps!

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