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SmartList of Current Customers

Question asked by Rich French on Apr 23, 2013
Latest reply on Apr 23, 2013 by 22643
As with a lot of companies we are struggling with the best way to identify our current customers to make sure they do not receive marketing emails.  We have a Customer Type field on each Account in SFDC that identifies each company as Customer, Prospect or Suspect.  New Leads are brought into Marketo or SFDC that often are not associated with the Account.  What is the best way to compare each lead in Marketo to that list of Account types?

Thanks,
Rich

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