Skip to main content
A
Anonymous
October 6, 2014
Question

Duplicate leads / contacts - best way to handle

  • October 6, 2014
  • 2 replies
  • 838 views
What is the best way to handle duplicate leads in two distinct sales cycles / sales team? We have leads that can purchase two separate prodcuts sold by two different sales teams. As such, the way SAlesforce.com is set up is to duplcate the lead/contact for each sales team.

How would Marketo handle duplicate contact and lead since it goes by email address?

Thanks!!
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

A
Anonymous
October 6, 2014
So, there are a couple options. One, is maybe you can alter the process in SFDC, but if that isn't going to fly you can set up Marketo to make similar duplicates- deduplicating on email address and another field like "product interest"

In general, this stuff is somewhat hard to get set up the right way, so I'd really recommend help from a consultant, either someone at Marketo or someone who is very familiar with the system.
Josh_Hill13
Josh_Hill13
Level 10
October 7, 2014
The best person to ask is Jep.

He has responded on similar threads, so please do a search for purposeful duplicates.
Terms & ConditionsAccessibility statement

Loading footer...