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alenacalalenacal 

Categorizing leads into categories based on title

Hi all,

 

My boss has tasked me with figuring out how to classify our leads into job roles for target marketing (e.g. IT Executive, IT Staff, etc).  We currently ask for leads' job titles.  Is there a formula or some other automated way to classify leads into the roles based on the title, without having to go through them one by one?

 

Thanks.

Ispita_NavatarIspita_Navatar

Probably how can try having a workflow rule which will check if the "job Title" contains a certain text say "manager" if yes then assign the value "Manager" to a field say category. The above will take care of data which will be entered in future for existing data you can try the same with formula fields.

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