Newly Created Leads Not Available to Expected Workspaces | Community
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KCS_Integration
Level 2
September 10, 2020

Newly Created Leads Not Available to Expected Workspaces

  • September 10, 2020
  • 0 replies
  • 1282 views

Issue

Lead was created but does not appear in the expected Workspace in the Lead Database.
 

Solution

  • Check if there are any assignment rules that the lead may have qualified for a lead partition associated to another Workspace (e.g. Workspace B)
    docs.marketo.com/display/public/DOCS/Assigning+Person+Partitions+with+Assignment+Rules
  • Check the lead's activity log to see if the lead's partition was changed after it was created to another partition associated to another Workspace (i.e. single flow action or via a smart campaign)