4 Replies Latest reply on Jun 10, 2016 5:40 AM by c8ed60ae3a8b5b012a439e4408924a98a8aa9d79

    Differentiating my Leads and Contacts

      I am having trouble with the naming conventions when it comes to filtering my Smart Lists. For instance, in one of my Smart Lists, I want to exclude contacts with a specific owner, Roger. So I found out that Marketo looks at Leads and Contacts the same.

       

      If I want to exclude contacts that are owned by Roger, but not leads owned by Roger, is there a way to do this? If I use Lead owner not contains Roger, then I'm excluding both leads and contacts owned by Roger, and I do not want that as I stated before. Is there a way around this?