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How can I tell in a Business Process if a Target has been converted to a Lead?

Steve Jaspar

I can write a report that includes all Targets which have an associated Lead - but is there a way in a Business Process to say "if this Target has been converted, perform this action"? There is no field that indicates a status of "Converted" (in fact, that's what I'm trying to automatically do).

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  • +1

    I don't have BPM in my version but to display at the top of the Targets Record view whether a Target was converted to a lead, I just added a boolean (checkbox) custom field that I called converted_c to Prospects (Targets) with the following formula:

    not(equal(strlen(related($lead,"id")),0))

    Then in record view I added a field of type badge to the top of the view (similar to what you have in Leads) just after the "follow" button.

    So I  get a label when the Target is converted that looks like the green "converted" box you get on Leads. 

    You can probably imitate the formula in you BPM, to check if the related lead_id field has something in it of length non-zero.

    If not, you can add the custom field as I have it and then check if converted_c is set or not, but you will need to recalculate your existing Targets for the formula field to be populated in your past records.

    FrancescaS

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  • +1

    I don't have BPM in my version but to display at the top of the Targets Record view whether a Target was converted to a lead, I just added a boolean (checkbox) custom field that I called converted_c to Prospects (Targets) with the following formula:

    not(equal(strlen(related($lead,"id")),0))

    Then in record view I added a field of type badge to the top of the view (similar to what you have in Leads) just after the "follow" button.

    So I  get a label when the Target is converted that looks like the green "converted" box you get on Leads. 

    You can probably imitate the formula in you BPM, to check if the related lead_id field has something in it of length non-zero.

    If not, you can add the custom field as I have it and then check if converted_c is set or not, but you will need to recalculate your existing Targets for the formula field to be populated in your past records.

    FrancescaS

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