The Lead Conversion module replaces the old Lead to Contact Deduplication, Lead to Account Deduplication, and Mass Lead Convert modules by combining all the same functionality and more in a single pass!
Additional features include:
- Ability to select Leads from a specific Campaign, even filter by Campaign Status
- Ability to convert Leads from Validity's DupeBlocker Lead to Contact or Lead to Account Warnings
- Ability to read in a spreadsheet with Lead and matching Contact or Account ID's
- Multiple Contact and Account matching steps in a single pass
- Option to avoid creating duplicate NEW Accounts by matching Lead fields prior to conversion
- Customizable creation of Opportunities during conversion
- Robust results grid featuring grouping capabilities, conversion statistics, match report by step, and inline editing
- Flexible scheduling options including JUST exporting the results, JUST populating the AccountID on the Lead record, or fully processing the conversion
- and more!
**all public training recordings are unedited**