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Full Circle Insights

Lead & Account Visualforce Pages for Users

Matchmaker delivers two Visualforce pages that can be displayed on the lead and account page layouts.  We recommend that as part of your deployment to users, administrators train them on the functionality available to them in the Visualforce pages once they have been added to page layouts.  Instructions on how to add the Visualforce pages was described in the Install & Prepare guide.

Lead Visualforce Page

When a lead is matched but not auto-converted, users can use the Visualforce page to reject the matched account.  If a user chooses to reject the account match they can use the button labeled Rematch Lead to initiate a match search for this individual record.

Lead_Acccount_Reject 2017-05-30 at 12.44.15 PM.png

 

When potential matches are found for a lead, users can select the correct match.

Select Account 2017-02-10.png

Account Visualforce Page

When leads are matched to accounts users can use the accounts Visualforce page to bulk convert matched leads.

 

Checkbox.jpg  Click Convert Leads, if the lead is a match to the account and you want to change owner and convert to a contact.

  • The Convert Leads list reflects the leads you selected. You have the ability to convert matched leads to contacts individually or convert multiple leads at a time. 

Checkbox.jpg  Convert leads individually

  • From New Owner selections, Click Transfer Each | Click owner name  Search for user (new owner) | Click Save and Close.
  • From Converted Status selections, Click Set Each | Select Converted Status options from picklist.
  • Click Convert. 
  • The individual lead will get converted to a contact with the owner you selected.

NOTE: It is not required to select new owner, you can assign to owner listed

Individual Lead Conversion

For individual match lead selection/s: change owner, convert matched lead to contact, update company name to account name on contact record 

Checkbox.jpgConvert multiple leads

  • From New Owner selections, Click Transfer All | Select New Owner Search for user (new owner) | Click Save and Close.
  • From Converted Status selections, Click Set All | Select Converted Status options from picklist.
  • Click Convert. 
  • The multiple leads will get converted to  contacts with the owner you selected.

NOTE: Values in the Converted Status picklist are based on the values in the Lead Status picklist, set as Converted.

Multiple Lead Conversion

For multiple matched lead selections: change owner, convert matched lead to contact, update company name to account name on contact record

Support

Do you need assistance or have questions? Contact our Customer Success team by logging a case in the Full Circle Customer Success Community.

 

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