MULTIPLE LEAD CONVERTER

It works - but has a lot of limitations

Here are the issues that I had: 1. The List View of Leads has many issues: 1a. It can only hold 2000 records. If you click "Next Page" enough times to get to the end of the 2000 records, you'll get a SOQL issue and can't go any further. 1b. It only applies the Filter criteria to the Page that you are on. You can't go to the next page with the filtered results 1c. It really needs an Alphabetic Indexer so that you can easily get to different segments of the list of records. The 2000 record limit kept me from getting to Leads where the name began with any letter after J 2. The Filter tool (Search By Field + Search Value) needs an Operator drop down (Equals, Does Not Equal, Contains, etc). It is hardcoded to use "Contains" which is frustrating when you only want Leads where Status = Qualified and you get both Qualified and Disqualified. 3. It wouldn't convert any more than 6 Leads at a time. If I selected more than 50 records, I received an API error. If I selected say 40 records, it would only actually convert between 4 and 6 records. This was with only choosing "Create Account" and "Do not create Opportunity". I didn't use the "Include Related Lists" feature. While converting 5 Leads at a time is better than 1, the Tool could be so much better.

Basic works as intented

This app is really useful for converting batches of leads into existing accounts, although the 50 lead limit and multiple steps can be a bit tedious. Still, less time-consuming than manually converting thousands of leads. It would be great if they added a feature to suggest potential accounts that leads could be related to. I really hope that they will update the API to version 45 or higher so it works with Salesforce Summer 25!

Works as described, but not enough functionality

This app does what the description says with no issues. It doesn't solve my problem because I need to convert a large number of leads in bulk and link them to existing accounts based on company name, which this app can't do.

Helpful Application for bulk lead convert

Option to select the existing account is great.

Inadequate Filtering

Need to auto match the Lead Company Name to the existing Account Name to be useful. Also, there is no option to filter the list for anything other than the few Lead fields provided. Need to select a current Lead List View to use to select the Leads to convert.

App Works Great Plus Support is Helpful & Timely

Below was my original review. I emailed support. They helped resolve my error and the app is working great. Support was clear and fast. ----------------- This is not working for us after we installed the app. Once we get to Step 4 and click convert leads we get an error message that states "Error! No leads are converted" Any one else getting this?

Great first step in governance efforts

I need help with managing an instance full of leads that had not been maintained. Being able to convert multiple leads and assign them to an existing account was a great first step in governance efforts

Conversion Issue with more Leads

Hi Team, Your solution looks good but I found 2 issues: 1)My requirement is to merge around 1000 leads at once but your App is only working with 50 items. If I am selecting more records, I am getting the error "Error in converting Leads, Please try again later!" Can someone please assist? 2) I was trying to add related list from Lead to the dummy Object Lead Employee, but getting no records there. I have added the custom setting and selected for Contact and Account. Can you please check and describe it ?

Could be 10 time better

Not useful for me. If you could Match Lead.Company to Existing Account.Name this would be the best Free app ever. But you can only add to a single existing account. Not good.

What a Relief!

I started with a new organisation and no one had been maintaining SF for the past 6 months. All those leads! This app was the perfect answer. Works like a charm.