Recording Lead Sales in Marketo Engage Using Custom Objects Hello Marketing Nation!
I'm considering recording lead sales in Marketo Engage's database using Custom Objects. Specifically, the client need to create segmentations based on the categories of products that were purchased, whether the client has credit to make new purchases, and/or whether they have made any orders within the last 120 days - all of it combined sometimes.
We created the CO within our sandbox instance, sent some purchases records through the API and tried those filters for the Smart lists, and it seemed to work...however, I'm concerned about the potential performance issues that might arise if our current client has a large number of sales records.
Has anyone else encountered this issue before? If so, how did you manage it?
I'm curious to hear your thoughts on whether recording lead sales in this way is a good practice, and whether the benefits outweigh any potential performance issues. Thanks in advance for any insights you can share!
