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Question

How to bulk select ""Convert to Opportunity

  • February 12, 2016
  • 0 replies
  • 84 views
I need to click the "Convert to Opportunity" button on each lead, but I have hundreds of leads. Is there a way to bulk click "convert to opportunity"?

And better, is there a way to automate so that every lead that is generated is automatically "convert(ed) to opportunity"?

    This topic has been closed for replies.

    Can you better describe the relationships in your application between Leads and opportunities?  is there a Relationship between those tables?
    • anomDiebolt
    • Registered
    • February 12, 2016
    What does clicking on the "Convert to Opportunity" button do?
    the convert to opportunity button adds the lead to the sales rep so that they can get better reporting. How many leads converted, for example.
    can you post the code under that button?
    Where would I find the code?
    ... in the field properties for that field, it will be a formula.
    Do you have admin access to the app?
    is this it?

    If([# of Opportunities]<1,
    URLRoot() & "db/" & [_DBID_OPPORTUNITIES] & "?act=API_AddRecord&apptoken=xxxxxxxxxxxxxx"
    & "&_fid_397=" & URLEncode ([Record ID#])
    & "&_fid_381=" & URLEncode ([Sales Manager Record ID#])
    & "&_fid_254=" & URLEncode([Standex-Meder Part Number])
    & "&_fid_339=" & URLEncode("No")
    & "&rdr=" & [_DBID_LEADS] & URLEncode("?a=dr&rid="&[Record ID#]),null)
    You would need to contact a Developer directly to get assistance to do a mass update.  Feel free to contact me directly by the information in my profile.
    • anomDiebolt
    • Registered
    • March 6, 2016
    Please see this post which presents a  new technique named "Process All Records" and can be easily configured to solve the problem the original poster asked about:

    How To Process All Records?
    https://quickbase-community.intuit.com/questions/1329422
    Forum|alt.badge.img+3
    There are a lot of approaches to this, depending on the data model.  Have you tried leveraging Table to Table Imports?
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