AnsweredAssumed Answered

Identify new companies??

Question asked by Shelly Wilson on Nov 7, 2018
Latest reply on Nov 7, 2018 by Sanford Whiteman

Does anyone know how to create an alert, filter a smart list, or create a report to show NEW companies that were acquired by a campaign, or a given period? Company names not previously present in Marketo? I can't figure it out. I tried a list with the following filters:

  • Company name is not empty
  • Acquisition program is A, B, or C
  • SFDC Account number is empty.

 

Also tried:

  • Company name is not empty
  • Acquisition program is A, B, or C
  • SFDC Status is not [and then included all of our status options].

 

No joy. List reports people, but they include companies I know are in Salesforce. I think this is because the names are of leads who have not yet been converted to contacts and tied to saleforce accounts/opportunities.

 

Any ideas?

Outcomes