New features
- Added existing contact id parameter to the convert from CSV file for existing leads
Release Notes
New features
- Mass convert of existing leads from a CSV file to existing accounts
- Existing account parameter in the lead convert flow action
More details in the blog post
New features
- Mass convert of existing leads from a CSV file (up to 1000 records)
More details in the blog post
New features
- New Mass convert settings
- Added group by email domain feature for the mass convert
More details in the blog post
New features
- Convert Contacts back to Leads
- Opportunities data management for convert back
More details in the blog post
New features
- Mass upload and convert leads from the CSV file in Salesforce
- Custom fields mapping for convert accounts and contacts back to leads
Bugs fixed
- Blink Settings: The user could delete himself and continue using the app
More details in the blog post
New features
- Mass convert with lead inline edit and sorting
- Manage duplicate leads based on company name
Bugs fixed
- An owner in the single convert record was a current user instead of an owner from the lead record. It was fixed.
- It was an error with a Queue as owner in mass convert. Now the system uses a current user.
More details in the blog post
New features
- Convert accounts and contacts back to leads (without custom fields mapping)
Bugs fixed
- The wrong population of the lead owner on the single lead convert
- Close action on the final convert screen with records selection
More details in the blog post
New features
- Move lead related objects account, contact, opportunity, or custom object
- User notification after mass lead conversion process
More details in the blog post
New features
- Auto convert leads using flow
- Default record type notification for mass convert lead
Bugs fixed
-
Adding child Lead records to converted records
More details in the blog post
New features
- View report of successfully converted and failed lead records
- Preview selected leads before mass convert
Bugs fixed
- Issue with incorrect record type based on profile settings
- Action menus are closing after clicking on the empty space
More details in the blog post
New features
- Connect custom objects to converted standard objects
- Custom labels for translations
- Manually remove objects from lead convert
More details in the blog post