Change lead category

[scottwatkins]

I ran a campaign in Marketing Cloud but made an error with "Create Lead". I set the category to the wrong business unit within sales cloud. As a result, all leads from this campaign are being routed to the wrong team. How can I edit the lead category in Sales Cloud so that I can re-route the lead to another team?

[scottwatkins]

Thanks ana_gandara , is Data Workbench a standard inclusion? I cannot see it in our Marketing or Sales cloud dashboards.

[PU]

Hi Scott, some comments..

Sales Cloud
Data Workbench is standard in Sales Cloud, if you can´t see it > then it is required to be added to the assigned business role of the user that requires it. If it is not available in business role configuration, the required scoping questions of DWB needs to be enabled. If both the above points are ensured, and you still can´t see it - it might be deactivated in Work Center View Organizer.

Marketing Cloud
I do not know if Marketing Cloud has its own DWB.

Regards,

Phil

[former_member81526]

Good afternoon Scott,

have you tried Data Workbench to change the field Category for all relevant leads?

Best regards,

Ana Gándara