3 Replies Latest reply on Nov 7, 2018 1:59 PM by Sanford Whiteman

    Identify new companies??

    Shelly Wilson

      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?