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Group Leads By Company 2.0 by Cloud Orca
Group and mass-convert leads with Group Leads By Company.
- Business Need
- Productivity
- Requires
- Sales Cloud
Group Leads by Company 2.0 is a simple productivity tool to save time and ensure data quality by automatically grouping and mass-converting leads based on specified criteria. Group Leads by Company 2.0 has now migrated to LWC.
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No Documentation on Modifying Managed Matching Criteria
The premise of this tool is really cool. However, the provided documentation is not comprehensive at all - and there does not appear to be a way to move away from the matching criteria that are a part of the managed package. The description says we can dictate our own matching criteria, but it seems like we are pigeon-holed into using the base criteria and then layering on top... any advice from package creators? their website does not appear to provide any support for their tools that are out in the wild.
Finally a great solution
For ages I have been looking for something that will help show me all leads of the same company. I found this the other day whilst searching through the App Store and it works great. It shows me all my leads from the same company together without me having to run reports for my users. Has saved me loads of time. Thanks for creating this app and making it available for free guys.
Ed Rowland
05/03/2022
Thanks Paul for installing one of our apps. Glad it has helped you.
@Hari Haran - did you ever receive a response here? we need to disable the email criteria for our org but it does not appear you can do so...