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Brian Nolau Why can't I bulk convert Leads into Opportunities, Accounts, and Contacts. I'm trying to manage inventory
I want to check the boxes and select convert all to Opportunities. The reason I want to do this is because (Setup à Object manager in quick find à Accounts à Fields and Relationships à New à rollup Summary) lets me create formulas based on Opportunities fields. I want to bulk convert the Leads into Opportunities so that I can sum up values there and build custom reporting with the leads getting sent to a Queue and with the leads getting sent to the opportunities.
Nevermind, I found out what I wanted to do. I should still be able to bulk convert so that I can use the functionality of Rollup Opporunities on converted Leads into Accounts.
All Answers
You can use below app exchange tool for mass lead conversion.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004g33vEAA
Additional reference:
https://salesforce.stackexchange.com/questions/159819/is-there-a-way-to-mass-convert-leads-into-accounts-and-contacts-using-data-loade
Hope above information was helpful.
Please mark as Best Answer so that it can help others in the future.
Thanks,
Nevermind, I found out what I wanted to do. I should still be able to bulk convert so that I can use the functionality of Rollup Opporunities on converted Leads into Accounts.
Hi Brian,
please try mass lead converter app:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0nBzUAJ