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Smart list of leads that did not come through CRM

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Anonymous
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Smart list of leads that did not come through CRM

I'd like to be able to generate a smart list of all leads that did not come through my CRM (specifically it's salesforce), what's the best way to do that?

Additionally is it possible to generate a smart list of leads that came via static lists? What filter would I need to pull for that?

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Re: Smart list of leads that did not come through CRM

Rachel,

What you can do is use the filter "lead was created".

For your first question, use the constraint of "source type: is not salesforce.com". This will show all leads not originally created from SFDC.

For your second question, use the constraint of "source type: is list import". This will show all leads created from a list import.

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Re: Smart list of leads that did not come through CRM

Rachel,

What you can do is use the filter "lead was created".

For your first question, use the constraint of "source type: is not salesforce.com". This will show all leads not originally created from SFDC.

For your second question, use the constraint of "source type: is list import". This will show all leads created from a list import.

View solution in original post