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DemandTools Module Help
for MassLead Convert

August 7, 2007

The MassLead Convert tool allows you to select unconverted leads and quickly convert them to contacts and accounts.

With the MassLead Convert tool you can:

	Select leads with varying levels of criteria
	Create opportunities upon conversion if desired, utilize the company name for the opportunity name, or use a standard value
	Assign non queue owned leads to an individual owner
	Create tasks for the lead owner
	Send notfications to the contact owner

Prior to doing a MassLead Convert, it is HIGHLY recommended that you deduplicate your leads, accounts, contacts, leads to contacts, and leads to accounts.

When

Add Condition	The first step is to specify the criteria for DemandTools to select the leads that you want to convert. These are the conditions that must be met in order for the Leads to be converted. To do this you simply select the field from the top left of the screen. For example, if you select "Owner Alias" as the field, the comparison operator will change to one of (equals, not equals) and the available Alias's will appear in the checked list box to the right of the field. You now must select one or more Alias's for your condition. The field condition selection will change depending on the field type (i.e. if you are using a date field in your condition the selection will become a date selector). When you are satisfied with this selection you use the "Add Condition" button to add this condition to the list of current conditions.
Current Conditions	The current conditions that you have added are displayed in the "Current Conditions" text area. By default, all of the conditions combine with an AND condition. This means that the more conditions you add, the fewer objects will be found as they must match all condition. If you choose to OR the conditions together you will find more objects with each condition. When you are selecting text fields (such as MailingState) you can separate the values with comma's and the tool will find objects where any of those values are found. For example, if you are planning on changing account ownership based on state you can enter: WA,CA,AZ in the MailingState field and the tool will match any records that match one of those 3 MailingStates.
Seletion of Convert Settings consists of selecting the Lead Status Value and whether or not you want to create an opportunity with each converted lead. If you choose to create an opportunity (by checking the Create Opportunity box), you then have two choices regarding Opportunity Naming. You can use the company name, or give all opportunities from this lead conversion the same name.	Opportunity Naming
Contact/Account Ownership	With this option you select if you want the current lead owner to be the Contact/Account owner or assign ownership of all converted leads to a specific person. If you choose Lead Owner, you will need to select a new owner for those leads that are being converted that are owned by a lead queue.
Notification	Select if you want the new contact owner to be notified and if you want a task created.
When you select the Convert Leads button, a notification screen comes up telling you how many leads are going to be converted. You do not get to review the leads before they are converted. If there are two employees at the same company, two accounts will be created.
When the conversion is completed results will be logged in your Log Files folder in the DemandTools directory.