Marketo Certified Expert Certification Practice Test

Which tab on the lead detail page will you find information from a CRM account field?

1. SFDC custom fields

2. Company information

3. Lead information

4. Opportunity information

The correct answer is: Company information

The correct answer is found under the Company information tab on the lead detail page. This location consolidates data that pertains specifically to the organization associated with the individual lead. When working with integrated CRM systems, lead details often include fields that originate from the CRM account, such as company name, industry, revenue, and more. The Company information tab effectively presents the relationship between the lead and the associated CRM account, providing context that can aid in segmentation, targeting, and analysis. This is especially useful for marketers and sales teams who need to view lead context directly linked to their organizational details, allowing for a more comprehensive understanding of potential customers. In contrast, the other tabs focus on specific aspects of the lead or deal lifecycle. For example, the SFDC custom fields tab contains unique fields that may be customized per the organization's needs but doesn’t broadly encompass all CRM account fields. The Lead information tab focuses primarily on the specific attributes related directly to the lead rather than the company as a whole. Opportunity information deals with sales opportunities that may involve a lead but doesn't focus on the lead's account-specific fields.