1 Reply Latest reply on Dec 26, 2016 9:01 PM by Devraj Grewal

Smart list of leads that did not come through CRM

2cdd653dfbb36f8dc56d44bf4eb9ffcb74c466e4 Sep 12, 2017 2:22 PM

I'd like to be able to generate a smart list of all leads that did not come through my CRM (specifically it's salesforce), what's the best way to do that?

Additionally is it possible to generate a smart list of leads that came via static lists? What filter would I need to pull for that?

Re: Smart list of leads that did not come through CRM

Devraj Grewal Dec 26, 2016 9:01 PM (in response to 2cdd653dfbb36f8dc56d44bf4eb9ffcb74c466e4)

Rachel,

What you can do is use the filter "lead was created".

For your first question, use the constraint of "source type: is not salesforce.com". This will show all leads not originally created from SFDC.

For your second question, use the constraint of "source type: is list import". This will show all leads created from a list import.
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