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kbhoffmannkbhoffmann 

Cloud Swarm 3 - Following Existing Leads

It looks like there is a way to follow new leads in the Cloud Swarm, but is there a way to have it automatically follow all existing leads?  The issue is that we have thousands of leads and do not want to go back and check all the boxes to follow those leads.  Is there a way so that all leads will be followed, new and pre-existing that are not followed?

 

Much Thanks.

The Cloud Swarm TeamThe Cloud Swarm Team

Simply create a non-visible, temporary custom field (like a checkbox) and do a data load to update the existing records by checking off the check box for all records.  This should run the Swarm Rules on all of your existing records.
 
cK