Missing accounts and leads on smart list

Anonymous
Not applicable

Missing accounts and leads on smart list

Hello everybody,

I've created a smart list in order to know the number of leads we would be able to invite to a possible event, but I've noticed there are some missing prospects and customers in the smart list. I've done a view inside SFDC in order to compare it with the smart list and there are 6 missing accounts on the Marketo one, and as a consequence, all the leads of those accounts are missing too.

I've checked just in case some of them were checked as "Unsubscribe" or "Do Not Email", but this is not the case.

Could you please help me with this?

Best,

Blanca

Tags (1)
4 REPLIES 4
Domitille_Balas
Level 2

Re: Missing accounts and leads on smart list

Hi Blanca,

Can you tell me what is the name of your smartlist and  which are thoses missing accounts?

Thanks !

Domitille

Anonymous
Not applicable

Re: Missing accounts and leads on smart list

Hello Domitille Balas​,

The Smart List is called ES_IED Speed Geeking event.

The missing accounts are: Acturus Capital, Bohemios Colección, Delpozo Moda, Exigency, Global Leiva and Orellana Uno. Some fo them are prospect and other are customers.

Thanks for your help.

Blanca

Domitille_Balas
Level 2

Re: Missing accounts and leads on smart list

Hello Blanca Bellon​,

I think I found why some of your leads are missing in your Smart List. It is not a problem with the company, but because of the contraints you added in your Smart List.

You decided to add  the "Lead department" in your constraints, and only targeting leads in Design, Pattern Design, Purchasing, Sample Development/Prototyping and Product Development departments. But most of your leads are not in those departments (please see the screenshot below).

It is the same with the job function because you only targeted executives and managers.

And some of these leads are excluded from the targeting by both criterias, lead department and job function (highlighted in orange)

Capture5.PNG

Are you sure you had the exact same contraints in your SFDC targeting than in your Smartlist?

Domitille

Anonymous
Not applicable

Re: Missing accounts and leads on smart list

Hello Domitille,

You're right. I've removed Lead Department and Jobfunction from the Smart List and now I have the same accounts in both lists.

Thanks for your help!

Best,

Blanca