5 Replies Latest reply on Feb 24, 2015 3:38 PM by Hank Hansen

    Duplicate Lead Smart Lists

    Hank Hansen
      By necessity, we have to allow multiple lead records that use the same email address.

      When a lead converts, they could have one record that indicates they converted (custom field value) with one or more additional records that indicate they did not convert.

      I can easily create a smart list containing the converted leads. Out of these leads I want to find those that have additional lead records using the same email address. This list will be used as a negative list so they are excluded from campaigns.

      Is there no way to do this other than setting up a Workspace?

      Thanks!
        • Re: Duplicate Lead Smart Lists
          If you have a unique field that always indicates that the record in question is not a converted record but is a duplicate of a record that did convert, you could use that field as an exclusion in your smart list. 

          E.g., Duplicate of Converted Lead = False
          • Re: Duplicate Lead Smart Lists
            Josh Hill
            I suppose Justin's idea would work, but I'm wondering if you meant something else by your question.

            If you say "Show me a list of leads with X criteia that have Converted=True" then you should have the correct list. why would you need to do a separate exclusion of the non converted leads?

            I assume you are leaving the SFDC Lead records alone because there is some sort of User record type related to your product? If so, you should consider a method of identifying those people separately via a record type or other flag.
            • Re: Duplicate Lead Smart Lists
              Yes, looking at leads where converted = true would work! That would be also known as the simpler way :) 
              • Re: Duplicate Lead Smart Lists
                Hank Hansen
                Sorry if I didn't present this as clearly as I could have. I have two lists to cross reference basically - both of these lists already exist:

                List A = Converted status is "true"
                List B = All lead records that have duplicate email field values (dupes). Converted status could be "true" or "false".

                The additional logic I need will look at leads in list A to see if they have duplicate lead records in list B (using the email field to identify matches). This resulting list would be used as a negative list.

                Thanks!
                • Re: Duplicate Lead Smart Lists
                  Hank Hansen
                  I think Justin's first response was on the right track. I just don't know how to look up dupes (email address) against an existing smart list.

                  e.g. "Do leads in this list have any additional lead records with matching email address?"


                  - Hank