When is a lead not a lead RRS feed

  • Question

  • I may be missing something but...coming back from an exhibition I have a spreadsheet of 200 scanned visitors, some are new and are obvioulsy leads, some are nonsense so can be disqualified. However...many are people we already know. What I really want to do is convert the lead to a note on the contacts record to say that we have seen them at a particular exhibition. Is there a logical process or method of doing this that does not rely on me manually entering it into each record?
    Wednesday, November 19, 2014 8:47 AM

All replies

  • If you import them as a lead, they'll be on the system as such and not really in the right format to do what you need.

    My preference would be to write a quick on-demand workflow against the Contact record to create a Note where the title is something like "Saw Contact at exhibition", the description can be whatever you want but make sure the Regarding is set to the Contact record. Then just run this workflow against all Contacts that you saw. It will then create a Note against each of them.

    • Proposed as answer by Jon_Evans Wednesday, November 19, 2014 12:40 PM
    Wednesday, November 19, 2014 12:09 PM