Duplicate Leads - What Happens?

Forum|Forum|11 years ago
April 9, 2015
5回复
2126查看

A new lead list was obtained from a tradeshow recently. If I upload this list and check remove duplicates, will the email addresses associated with the new list be updated with a new customer type (found in the new list) or will it remain the original lead's customer type? My new lead list will have a different customer type than the old lead list.

Marketo

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最佳答案由

Hey Heather,

As long as the email address is the same, a new record will not be created. If you import other fields, the existing record will be updated to the new values unless you have blocked updates to those certain fields in the admin section.

It all depends on how you have things set up!

Jeff

A

Anonymous

回答

Hey Heather,

As long as the email address is the same, a new record will not be created. If you import other fields, the existing record will be updated to the new values unless you have blocked updates to those certain fields in the admin section.

It all depends on how you have things set up!

Jeff

Josh_Hill13

Level 10

The customer type shouldn't change just from an import unless you have a column called Customer Type.

heathers1892531作者

Level 2

We have a column for Customer Type, Josh. How would I block updates to certain fields during import (just out of curiosity?) Thanks for your help Jeff and Josh!

A

Anonymous

Hi Heather, to block a field from import:

Go to admin
Select field management
Click the filed you want to block updates from (i.e. Customer Type in this instance)
Field Actions
Block field updates
Select the updates that you don't want the field to be updated from
Apply

I hope that helps!

heathers1892531作者

Level 2

Thanks, Kristen!

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