I want to flag new or current leads in
SFDC if they are existing customers of ours. That way our inside sales
team can much more efficiently manage new leads that are assigned to
them - or we could even write new workflow based on whether or not they
are current customers- instead of assigning all net new leads to inside
sales, we could assign all net new current customer leads to the account owner or client executive on that account.
The logic would be something like this:
If lead.company is like (account.type=current customer((account.name)) then set some lead.boolean TRUE.
I want to flag new or current leads in
SFDC if they are existing customers of ours. That way our inside sales
team can much more efficiently manage new leads that are assigned to
them - or we could even write new workflow based on whether or not they
are current customers- instead of assigning all net new leads to inside
sales, we could assign all net new current customer leads to the account owner or client executive on that account.
The logic would be something like this:
If lead.company is like (account.type=current customer((account.name)) then set some lead.boolean TRUE.
