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Hi Greg, Yes I did! This value will be static and I have blocked all field updates That should solve my problem in the meanwhile.Thanks!
Hi Dan Stevens, Thanks for posting your previous post! Sorry for not seeing it before posting mine. It is very interesting to see the breakdown of how Marketo's duplicate rules work. Thanks!
Hi Greg, Thanks for running some tests Unfortunately, like you and Dan said, the way Marketo currently merges lead is not the desired behavior in some cases. I've added this idea to the community like you've recommended: In the meantime, I've created a new field (Mkto Created on) and a smart list ...
It does not work, even if I specify to keep all data from the older version, it will merge and keep the most up to date data. Example with these two leads:I want to keep the data from the lead that was created on Mar 29, but when I merge the two together, it will modify the field Created with the Oc...
If I uncheck the title bar, would it just update the fields that are shown then (the three checked fields only)?
Hi Gégoire, 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. Thanks!
The Marketo Created field are: - May 18, 2016 1:48 PM- Oct 5, 2016 1:27 PMThe CRM Created field are: - Aug 17, 2016 3:30 PM- Blank
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.
Hi!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 merge...
Thanks for the documentation! Perfect, I wanted to make sure that if this field was blank, it would be updated with the new value, and that if there was already something written in this field, nothing would be modified. I'll run a few tests but it sounds like it will work out fine! Thanks