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Dipti D Trigger or Process Builder?
Hi,
This is my scenario. We have web to leads set up with two different types of leads. Quoted & Purchased.
A person can quote any no. of times and those leads get in to SF as 'Quoted Leads'. To note: All these quoted leads have same email ID as it is the same person quoting, let us say he quoted 3 times. We have 3 quoted leads.
Now, that same person purchased another quote and it is 'purchased lead' in SF. Now, How can I look up at all his quoted leads and mark them as Purchased to true..by searching based of of his email address? I tried this using process builder, but there is a difficulty in looking at all the leads. It is working only on that particular Lead, not looking at all the other leads by looking at the email address. Need help. thank you
This is my scenario. We have web to leads set up with two different types of leads. Quoted & Purchased.
A person can quote any no. of times and those leads get in to SF as 'Quoted Leads'. To note: All these quoted leads have same email ID as it is the same person quoting, let us say he quoted 3 times. We have 3 quoted leads.
Now, that same person purchased another quote and it is 'purchased lead' in SF. Now, How can I look up at all his quoted leads and mark them as Purchased to true..by searching based of of his email address? I tried this using process builder, but there is a difficulty in looking at all the leads. It is working only on that particular Lead, not looking at all the other leads by looking at the email address. Need help. thank you
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