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Cody Bustamante 9 Mass Relate Leads to Accounts? Maybe a formula?
I was going to try to run a report on accounts with sales strategy = fortune500
Then run a report on all leads with email contains: @"fortune500 domain"
Then use the data loader to update the lead related account id to match the fortune500 account id; however, it appears there is not an option in reporting for related account id.
Then I started thinking, this would be really time-consuming anyways, maybe I could use a formula or process builder.
I need help creating the formula or if you have a better idea let me know but I would need the logic to be like this:
IF leads email contains (account domain) THEN update lead related account
Can anyone think of a way to do this?
Then run a report on all leads with email contains: @"fortune500 domain"
Then use the data loader to update the lead related account id to match the fortune500 account id; however, it appears there is not an option in reporting for related account id.
Then I started thinking, this would be really time-consuming anyways, maybe I could use a formula or process builder.
I need help creating the formula or if you have a better idea let me know but I would need the logic to be like this:
IF leads email contains (account domain) THEN update lead related account
Can anyone think of a way to do this?
I don't know, Im still kind of a newb around here. Any help is appreciated