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Hank_Hansen
Hank_Hansen
Level 5
February 21, 2015
Question

Duplicate Lead Smart Lists

  • February 21, 2015
  • 5 replies
  • 1780 views
By necessity, we have to allow multiple lead records that use the same email address.

When a lead converts, they could have one record that indicates they converted (custom field value) with one or more additional records that indicate they did not convert.

I can easily create a smart list containing the converted leads. Out of these leads I want to find those that have additional lead records using the same email address. This list will be used as a negative list so they are excluded from campaigns.

Is there no way to do this other than setting up a Workspace?

Thanks!
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5 replies

A
Anonymous
February 22, 2015
If you have a unique field that always indicates that the record in question is not a converted record but is a duplicate of a record that did convert, you could use that field as an exclusion in your smart list. 

E.g., Duplicate of Converted Lead = False
Josh_Hill13
Josh_Hill13
Level 10
February 22, 2015
I suppose Justin's idea would work, but I'm wondering if you meant something else by your question.

If you say "Show me a list of leads with X criteia that have Converted=True" then you should have the correct list. why would you need to do a separate exclusion of the non converted leads?

I assume you are leaving the SFDC Lead records alone because there is some sort of User record type related to your product? If so, you should consider a method of identifying those people separately via a record type or other flag.
A
Anonymous
February 23, 2015
Yes, looking at leads where converted = true would work! That would be also known as the simpler way :) 
Hank_Hansen
Hank_HansenAuthor
Level 5
February 23, 2015
Sorry if I didn't present this as clearly as I could have. I have two lists to cross reference basically - both of these lists already exist:

List A = Converted status is "true"
List B = All lead records that have duplicate email field values (dupes). Converted status could be "true" or "false".

The additional logic I need will look at leads in list A to see if they have duplicate lead records in list B (using the email field to identify matches). This resulting list would be used as a negative list.

Thanks!
Hank_Hansen
Hank_HansenAuthor
Level 5
February 24, 2015
I think Justin's first response was on the right track. I just don't know how to look up dupes (email address) against an existing smart list.

e.g. "Do leads in this list have any additional lead records with matching email address?"


- Hank
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