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Mass & Auto Convert Leads Premium

Starting at $600 USD per company per year Starts at US$120 per user per year - 5 user min. License a subset of your Salesforce users. Quantity based discounting. NGO pricing: US $120 per user for 15-months (3 extra months) - 3 user minimum. Implementation time for Mass Convert: 10 Mins.

Discounts available for nonprofits

Rating

(25)

Listed On

1/30/2011

Latest Release

1/30/2017

Convert up to 50 Leads at a Time. Got Duplicate Leads? No Worries!

1: Mass Convert: Convert up to 50 Leads from one or multiple companies at a time.##2: Auto Convert: Rule-based auto-convert. Specify custom rule. ##3: Batch Convert: Convert thousands of leads to Accounts & Contacts.

  • Mass Convert Leads: Convert up to 50 Leads from Leads List View or Search Results View.
  • Auto Convert Leads: Automatically convert leads to accounts and contacts and Opportunities (based on a custom auto-convert rule). Admin can specify lead conversion criteria.
  • Batch Convert: Looking to convert thousands of leads? Define the conversion criteria -> launch the batch process -> go for a cup of coffee - > app will automatically convert leads into accounts and contacts:
4: Post Install Setup Instructions:##Step 1: Add "Mass Convert" button to Leads list view. ##Goto App Setup -> Customize | Leads | Search Layouts | Leads List View | "Edit" the view | Under Custom Button Sections Add 'Mass Convert' button.####Step 2: Assign available licenses to users in your organization.##Step A: Click Your Name | Setup | Installed Packages##Step B: Look for Mass Convert Leads package. Click Manage Licenses button to assign available licenses to users in your organization.####Step 3: Goto Leads tab -> Select a view and hit "Go" -> Select leads you would like to convert -> Hit "Mass Convert" button.####5: Various Customization/Configuration Options: ##5.1: Existing Accounts Matching Criteria: Option to specify existing account matching criteria. ####5.2: Auto-Convert Condition: Specify any criteria (based on your internal business process). E.g. Auto-convert leads as soon as leads status field is changed to "Qualified" or contacted and/or some custom checkbox field is checked. In the settings box you will input (Status = 'Contacted' OR Status = 'Qualified') OR Checkbox__c = True) ####5.3: Enable/Disable Opportunity Creation.

Highlights

  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 1
  • Custom Applications: 0
  • Custom Tabs: 0

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support

1 (866) 441-6545

Additional Information

Package Name
MassConvertLeads
Version
1.51 / 1.51.0
First Release
1/30/2011
Latest Release
1/30/2017
Languages
VersatileCapitalist, Inc
Vancouver, BC, Canada
Founded
2009
Phone
1 866-441-6545
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