Is there a way to convert leads with email criteria to a specifc account by inputting the ID somehow? If there is a matching contact by email it can convert to that however I want them to become new contacts on an existing account not create any new ...
I could create a new field for Acct ID on lead and populate it for leads that meet criteria then match on the Field and Acct ID. Woudn't that work? But it would still be a manual process to populate ID...hmmm
That is an interesting solution, I wasn't aware of the doman conparison. However thre are mutiple email domans that meet the criteria, not just the domain of the account. I'll submit a ticket, thanks.
Yes correct. There is a chance there would be a matching email on a contact in which case I'd convert them into that record but otherwise if they have a specific list of domains in their emails I want them to go to one specific Account ID.
