Finding duplicates between the Lead object and Contact or Account object isn’t always about converting the Lead. Sometimes, users want to identify the duplicate between the objects and just pass the matching Account ID over to the Lead record.
This is possible with the Lead Conversion module.
- On the results grid, select the Leads to include in the process (check in the Use checkbox)
- Click the Populate Account ID button to bring up the field selection interface
- Select a field from the Lead object to populate with the Account ID
- We recommend using a lookup field to create a live link between the records
- Click the Add Account Ids button
Once the process is complete, a dialogue box with a link to the restore file and log file will appear.
NOTE: This update to the selected field WILL OVERWRITE AN EXISTING VALUE. Use the restore file to reverse the change.
See image for visual.