Best way to track a large number of leads?

Anonymous
Not applicable

Best way to track a large number of leads?

I want to track a certain number of leads that is thrown into a big pool from start to finish.

Let's say I upload a new list of 100 new leads. However it is thrown into the pool of 100,000 leads. What is the best way to track those 100 leads when using a smart list? What field should I use when I upload the list from a excel file into Marketo, if I give it a unique name to those 100 leads?

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3 REPLIES 3
Grant_Booth
Level 10

Re: Best way to track a large number of leads?

I would just give them a separate list. If you want to add them into the same list as the other 100k, you can, but then you could also add them to a different list for tracking purposes. The same leads would then be in both the larger list and the smaller list.

Josh_Hill13
Level 10 - Champion Alumni

Re: Best way to track a large number of leads?

Grant means Static List...but you should end up with one anyway as long as you import via list.

This also depends a lot on what else you want to track about these leads:

-Stage?

-Revenue?

-By Program?

Anonymous
Not applicable

Re: Best way to track a large number of leads?

I would say by email program. For example, out of the 100 leads I want to track, I want to see how many of those bounced and be able to pull those emails into a list.