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When pulling lead reports, do those lists include leads that were converted into contacts in SFDC?
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on May 21, 2013
on May 21, 2013 by 13698
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When leads are synced to SFDC and are converted into an opportunity, the lead becomes a contact. When I pull a smartlist of leads in Marketo, does it include Contacts as well?
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May 21, 2013 12:31 PM
It does based on the criteria you provide it. If you want to filter based on type (Lead or Contact), use the "SFDC Type" filter. Otherwise, if you have a list of just those who are in California and no other filters, the list will consist of Leads and Contacts.
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May 21, 2013 12:37 PM
Yeah Marketo refers to EVERYONE (Salesforce 'lead' and 'contact') as simply 'LEADS'. So unless you specify as Jeff said, you're getting everyone.
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