-
NSC | Saved Search that shows Count and Percentage of Lead and Non-Lead records
Scenario User needs to know the count and the percentage of Leads and Non-Lead records in their account. Solution This can be achieved by creating a Customer Saved Search with the following details: Criteria tab: Note: You can add/remove filters as necessary. Results tab: Note: You can add/remove columns as necessary.…
-
Merge contact and lead records or just delete leads only
Questions below related to the screenshot. 4 contacts went in the system as leads and duplicate contact/lead records were created by the system because the company wasn't entered correctly. I have corrected the company in the contact records so they all point to the right company. But the lead records are there. I thought…
-
Why can't we create an Opportunity from a Lead?
Hi All, We have a scenario which is; Two customer records have been merged using Duplicate Resolution. The first record has subsequently been deleted. It would now seem we cannot progress the second record from a "Lead" to an "Opportunity". Would this be a correct assessment? Should we have inactivated the duplicate rather…
-
Merge Customers and Lead
Hi team, I know how to merge 2 customers. But how do I merge 2 customers and 1 lead? Thank you!
-
Leads and Customer forms
How to enter default Lead Status/Stage for New Leads What's the difference between Standard Customer Form and Standard Lead form? Can we set the Customer status list (Stages) hierarchy as per customer's own CLASS sheet (Status)? Manually updating of headings - Lead, Prospects or Customer?
-
Sales Rep Role-When a Lead is saved, it is changing the form to the Customer form.
We are running into an issue when a Sales Role is saving a lead it is automatically switching the form to the Customer Form. It is not staying as the Lead Form. Since the forms have different layouts it is changing some critical information visually. Any ideas?
-
NSC | Create Workflow to Change Form Upon Selecting Status
Lead records have various Status that can be selected, they are important in the process of determining if the Lead record can become a Prospect record. However, there are instances where each Status needs to have a corresponding Custom Form used on the Lead record. We can create a Workflow that will set the value of the…
-
Userevent script on lead record not firing from Webstore
Has anyone ever been able to run a UE script on Lead/Customer Record from Webstore. I am trying to add an address on the Lead record as soon as a user registers via webstore? All Settings are correct and my script works on the NS UI. I found this support article but doesnt…
-
Unable to Import updates for Global Subscription Status
We are using MailerLite for marketing emails and have customers and leads who have unsubscribed. We want to edit the Global Subscription Status to Soft Opt-Out. I am trying to import a csv file and have mapped the following fields: Data handling is set to UPDATE. When I run the import, I get the following error: So I reran…