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December 26, 2016
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Smart list of leads that did not come through CRM

  • December 26, 2016
  • 1 reply
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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?

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Best answer by Devraj_Grewal

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.

1 reply

Devraj_Grewal
Devraj_GrewalAccepted solution
New Participant
December 27, 2016

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.