Is there a limit to the number of relationships/lookups you can include in a formula in Modify? I'm trying to switch the Contact in a custom Primary Contact field on an Account to another contact on the Contact's new Account to facilitate a merger. I...
Thanks, @ajavalidity for the quick response. I just wanted to clarify -- is there a way to do this automatically, or do I need to manually deselect all those records?
Is there a way to convert only leads that fail to meet matching criteria? (i.e. possible matches remain leads and are marked for someone on staff to look at but those who don't match name or email in the system are converted)
Are you losing steps when you upload? I've found that updating from a new version of the same report the original was created from (so with the same headers) maintains the matching steps
