Lead Conversion

Converting Leads is a breeze with the Lead Conversion module.  This module allows mass converting Leads without creating duplicate Contacts and Accounts all in one pass.  Leads can be compared to Contacts and Accounts using powerful and flexible m...

This is where users will specify which Lead Status to use (Lead or Contact), who should own any new records created during conversion, whether or not an opportunity should be created, and if and how users should be notified of conversions. Each C...

Step 1:  Select Leads/Contacts/Accounts to Compare Various options are available when selecting which Leads should be converted, including whether or not to compare to existing Contacts and Accounts. All Leads can be compared to all Contacts and ...

Step 2:  Picking Fields to Display on the Results Grid Select fields from the Lead, Contact and Account objects to display on the results grid in Step 4. Users should select fields that will help them confirm records were matched as desired. If Do...

Step 3: Develop Match Criteria and Specify Lead Conversion Settings This is where users will define how the selected Leads will be matched to Contacts and Accounts, how to handle Leads that DO NOT match any Contacts or Accounts, and specify any ad...

Step 4:  Finding Matches, Reviewing Results, and Executing the Conversion The final step will be to find and display the matches based on the criteria specified in the previous steps.  Users should review all matches for accuracy, and then check t...

Specify criteria for how the Leads will be compared against existing Contacts and Accounts. The user can select from a near unlimited (within reason) number of Contact and Account matches.  When a match is found the Lead will be converted into the...

When the conversion is complete, a file will be created that contains all the Leads that were converted along with the converted Contact, Account and Opportunity ID's. The file will be located in the Documents\DemandToolsData\Logfiles folder One ...

Once Steps 1 -3 have been completed, a custom scenario can be created using the Save Scenario button.  Scenario buttons are located at the bottom of the screen. The OLD Lead to Contact and Lead to Account modules have been replaced with the Lead C...

The final step will be to find and display the matches based on the criteria specified in the previous steps.  Users should review all matches for accuracy, and then check the Leads that should ultimately be converted. Some users may not want to a...