We have a scenario where we are wanting to mass convert a group of leads that are on the Account > Leads Cross Object in a mass convert. Example:
I want all leads that have not had any activity by the SDR in 61 days or more and convert those from the lead object to the account object.
If I do a single object, I can do a filter. If I do a cross object, I cannot. Please advise of the best way to do this with cross object. I would expect once I do the mapping between account and lead (or lead and contact) that I can then give parameters, filters on any of those fields that I have 'mapped'.
Another example would be if I have a lead source = Self Generated, that I would want to convert just that 'segment.'
1 Comment
S
Support DataGroomr
said
9 months ago
Cathy,
In Cross-Object datasets, the filters are taken from the Parent/Child singl-object datasets.
Cathy Love
We have a scenario where we are wanting to mass convert a group of leads that are on the Account > Leads Cross Object in a mass convert. Example:
I want all leads that have not had any activity by the SDR in 61 days or more and convert those from the lead object to the account object.
If I do a single object, I can do a filter. If I do a cross object, I cannot. Please advise of the best way to do this with cross object.
I would expect once I do the mapping between account and lead (or lead and contact) that I can then give parameters, filters on any of those fields that I have 'mapped'.
Another example would be if I have a lead source = Self Generated, that I would want to convert just that 'segment.'