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Lead to Contact Filters: What to do When a Person Exists as Both a Lead and Contact
December 6, 2019 @ 2:00 pm - 2:30 pm CST
One of the most popular features of Cloudingo is the ability to convert Salesforce Leads to Contacts that are duplicates of each other. Converting Leads will keep the Contact record and move all of the attached objects from the Lead to the Contact.
Watch the recording:Register
Focus on Success Webinar Series
Designed for both new and veteran users, these quick 30-minute (or less) sessions will give you best practices, power-user tips, and other useful info to make sure you’re getting the most out of Cloudingo. Every two weeks we’ll focus on one specific part of Cloudingo and show you tricks and tips along with use cases that you can incorporate into your data cleansing strategy.
Register once and you’ll automatically be enrolled in each biweekly session. Don’t worry if you can’t attend live; each session will be available on-demand afterward.