Mike-B
Enthusiast
since ‎04-30-2024
‎06-12-2024

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Is there a way to convert leads into existing contacts or into new contacts on existing accounts, but not into new contacts on new accounts?I was told that this can be done in the match condition settings by specifying "Leave as a Lead (don't convert...
I am building out a dedupe scenario for lead records and I was wondering if there is a way to move address fields from a duplicate into the winner only if all of the winner's address fields are blank. I would like to treat address fields as a group. ...
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