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June 3, 2014
Question

Choosing the original referrer when merging lead profiles

  • June 3, 2014
  • 1 reply
  • 718 views
Hi,

When merging leads I'd like to be offered the choice of the original referrer I'd like to keep. Does anyone know how to do this? For example, I had lead (A) with a known email adress but poor referring data. So I looked at profiles by ip addresses and spotted an anonyous lead (B) with a relevant original source (A and B are the same person based on the activity timestamps). When I merge A and B, I am not offered a choice over which original referrer to keep...

Also, anyone is facing this same issue where part of the profile data is in a known lead and other parts in an anonymous profile?

Thanks.
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1 reply

Jep_Castelein2
Level 10
June 5, 2014
You could consider copying the referral data to custom fields using a Trigger Campaign. Then you should have a choice which referral info to keep.