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Exclude Existing Salesforce Leads & Contacts from People Targeting Reports

Prerequisites

Must have Premium Contacts and People Targeting enabled.

Datanyze users frequently ask how to export the results of People Targeting reports into Salesforce without duplicating existing leads and contacts.

Following the steps below makes bulk exporting simple while excluding leads or contacts that are currently in Salesforce.

  1. Run a People Targeting ReportExclude_SF_Article.png
  2. Select the checkbox next to Name to select allExclude_SFDC__2.pngWhen you select all, Datanyze selects only the leads or contacts not already in Salesforce, identified with a greyed out Salesforce logo. Contacts with a blue Salesforce logo and green check mark indicate that this contact has already been prospected by your team and will not be selected. This filtering is shown in the screenshot below. *For the blue Salesforce logo and green check mark make sure Salesforce is connected via OAuth. See more about Salesforce OAuth connection hereExclude_SFDC__3_censored.jpg
  3. Export leads or contacts via csv or add contacts to a new or existing listExclude_SF.png

Building a list of net new leads without duplications has never been easier. Happy Hunting!

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