Differentiating my Leads and Contacts

Question

I am having trouble with the naming conventions when it comes to filtering my Smart Lists. For instance, in one of my Smart Lists, I want to exclude contacts with a specific owner, Roger. So I found out that Marketo looks at Leads and Contacts the same.

If I want to exclude contacts that are owned by Roger, but not leads owned by Roger, is there a way to do this? If I use Lead owner not contains Roger, then I'm excluding both leads and contacts owned by Roger, and I do not want that as I stated before. Is there a way around this?

pavel_plachky · Accepted Answer

Hello Jenny,Marketo has a field SFDC Type, which tells you if a record in Salesforce.com is a lead or a contact. In your case you could use a condition like this:Advanced filter (1 or 2)1. Lead owner not contains Roger2. SFDC Type is LeadBest,Pavel

Sign up

Login with SSO

Login to the community

Login with SSO