Handling duplicate leads

Anonymous
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Handling duplicate leads

We have a big list of duplicated leads. Is there an easy way to do this manually without using the easy merge service? Or will i have to handle it the long way and select each duplicate and merge.
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Anonymous
Not applicable

Re: Handling duplicate leads

Lori,

We've had the same problem and weren't able to find a way to do it without doing it manually or using a 3rd party service.

I'd be interested in hearing the outcome of your hunt.

-Charlie
Anonymous
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Re: Handling duplicate leads

Charlie is right and we've dealt with similar issues.

One reason there isn't a "merge all' option or something of that nature is because Marketo's lead merging system doesn't concatenate the data from the two leads. Instead, it forces you to pick one field and essentially erase the other. Marketo doesn't want to choose for you, because the two leads might both have bad and good info which makes imperative that someone does a spot check to make sure the right info is staying with the lead.

Unfortunately you'll have to either do it manually, or if someone in your office has some handy Excel skills, that's another option.
 
Josh_Hill13
Level 10 - Champion Alumni

Re: Handling duplicate leads

You could use Demand Tools on the SFDC side...or hire an intern 🙂
Anonymous
Not applicable

Re: Handling duplicate leads

Caleb, have you heard of or seen Excel work for this purpose? We have roughly 300K records and an Excel power user.