CONVERT ACCOUNTS TO LEADS IN SALESFORCE EASILY WITH INVERTO360

Inverto360


CONVERT ACCOUNTS TO LEADS IN SALESFORCE


Tell Me More!


Have you or any of your users converted a Lead to an Account, only to realize it was a premature conversion?

Have you been using the Account or Contact Object incorrectly and want to place them back in the Lead Object?

Did you purchase a Lead list that was uploaded incorrectly and you now have years of data on the incorrect Object?

Inverto360 gives you the ability to easily convert Accounts to Leads in Salesforce. Convert your Account or Contact back to a Lead while copying all the related Account data to the new Lead Object.

A Few Key Features


  • Invert Accounts to Leads (individual record or using the batch option)
  • Invert Contacts to Leads (individual record or using the batch option)
  • Set assignment rules upon inversion
  • Set/Create New Lead Status upon inversion
  • No Duplicate Account/Lead Records (Delete or Keep Accounts)
  • Works on all platforms (Lightning Ready)
  • Manually or Automatically Map Account Data back To Lead Data
  • Copy all Account/Contact Activity back to Lead Object such as:
    • Notes
    • Activity
    • Task
    • Campaign History
    • Pardot Activity

Below are a few Inverto360 users


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WEB DESIGN

Pennsylvania Web Design
Maryland Web Design
Philadelphia Web Design
Baltimore Web Design

SALESFORCE

Salesforce CRM in Pennsylvania
Salesforce CRM in Maryland
Salesforce CRM in Philadelphia
Salesforce CRM in Baltimore
Salesforce CRM in the United States

HIGHER EDUCATION

Pennsylvania Higher Education Web Design
Maryland Higher Education Web Design
Philadelphia Higher Education Web Design
Baltimore Higher Education Web Design

VIRTUAL/REMOTE SUPPORT

Remote Website Development in Pennsylvania
Remote Website Development in Maryland
Remote Salesforce Support in Pennsylvania
Remote Salesforce Support in Maryland

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