To remove duplicates, I merge leads together. However, I just discovered that when I do so, the Created date is merged as well, and it usually keeps the newest lead created date, instead of keeping the oldest one (i.e. the first lead that came in).
How can I make sure that when two leads are merged, the Created date keeps the oldest one, instead of updating it to the newest version?
Thanks for your help!
Solved! Go to Solution.
I ran some tests.
In fact it seems that, whatever we do, Marketo keeps the highest leadID (the most recently created lead) and it's creation date, indeed.
Unfortunate we cannot really choose the one we want to keep.
Thanks for notifying the community
If you log an idea about this, I'll vote
When you merge and view the pop-up of all the conflicting fields, do you not see "Lead Creation Date" as an option?
Hi Devraj Grewal,
No, this is not an option. For exemple, here's what I have when I want to merge two leads together:
I only have three fields to choose from. But once they merge, it updates multiple more fields, including the Created field, choosing one over the other without my approval.
For these two leads specifically, what are their created dates? Both Marketo created date and SFDC created date?
The Marketo Created field are:
- May 18, 2016 1:48 PM
- Oct 5, 2016 1:27 PM
The CRM Created field are:
- Aug 17, 2016 3:30 PM
My understanding is that it will keep the value of the wining record.
How can I define which one to choose over the other though? Because the winning one might not be the first lead to have come in through Marketo. It seems to keep the most up to date lead, which is not necessarily what I need for certain fields.
The wining one is the one that have the check box in the title bar checked. (in your screenshot lead 1).
The difficulty is that there is no way to know if you are checking the oldest one...
If I uncheck the title bar, would it just update the fields that are shown then (the three checked fields only)?
No sure you are allowed to do this and not have one of the 2 checked ti designate the winner (the lead that is in fact kept).
then, you may select 1 or 2 for each field.