CV Easy Lead and Contact Data Management is a solution by CloudVandana that can manage multiple Phone Numbers, Emails, and other details for leads and contacts. You can specify the type of each Phone and Email and select the relevant ones as Primary phone numbers or Primary Emails. No restriction if your prospect shares multiple emails or phone numbers to contact. You can easily manage using this app. With CV Easy Lead & Contact Data Management application, sales reps, support agents, and any Salesforce user can easily organize personal information like phone and email to the related lead and contact.
CV Easy Lead and Contact Data Management Highlights
- Salesforce Native App.
- Easy to Configure and Easy to Use.
- Retains Phone/Email data with Lead Conversion as well.
- Compatible with all the salesforce clouds, Lighting, and Classic Interface.
Once you make your selection, click the Install button.
Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation takes a long time to complete. In this case, you will receive an email once the installation finishes.
Now CV Easy Lead & Contact Data Management is Installed in your System.
Add a Phone/Email related list to your Lead and Contact page layout.
1.1 From Setup (Gear Icon), select Object Manager and the Contact object to add the Phones/Email related list.
1.2 Click Page Layouts.
1.3 Click the page layout you want to customize.
1.4 In the list of available items in the left pane, click Related Lists.
1.5 Drag Phones and Email to the Related Lists section.
1.6 Go to the Wrench icon on Phones related list and Add the columns as shown below from Available Fields to Selected Fields.
1.7 Click OK and Repeat the same steps for the Email Related List.
1.8 Click on Save.
1.9 Repeat steps 1.1 to 1.8 for the Lead object.
- Map Lead Id to Contact
2.1 From Setup (Gear Icon), select Object Manager and select the Lead object.
2.2 Click on Fields & Relationships and Select Map Lead Fields
2.3 Select Contact Tab and Match Lead Id field from Lead Fields with Lead Id from Contact Fields.
2.4 Click Save
Create New Lead/Contact Records.
1.1 Click on the New button on the Lead object to create a new lead record.
1.2 Fill in the phone/email and other details and click on Save.
1.3 Phones and Email records with Primary as checked will be created automatically as shown.
1.4 Click on the drop-down arrow next to the phone or email record and click on Edit.
1.5 You can modify the Phone record on this page.
1.6 Click to Save.
1.7 Click on the drop-down next to the related list and click on the New button to create a New Phones record as shown.
1.8 Add Phone, Select Type, and Mark Primary if you need to update this Phone to the parent Lead Record.
1.9 Click Save.
1.10 You can perform similar actions for Contact records to edit existing Phone or Email records. Also, you can add new records directly from the related list, as shown.
1.11 Once you mark any Email or Phone as primary, it will automatically update its parent Lead/Contact record.
Convert Lead to Contact
2.1 Open any existing Open Lead Record or create a new one using the steps given above.
2.2 Click on the Convert button.
2.3 Add necessary details to Create New Contact, Account or use an existing one.
2.4 Click on Convert Button.
2.5 Lead will get converted into Contact. Click on the newly created Contact from the next screen.
2.6 All the Phones/Email records will automatically be captured on the contact record to manage your contact easily.
2.7 New Phone/Email record can be created using the steps given above
Points To Remember
- Only one Primary Email record exists for a Contact/Lead record.
- Only one Primary Phone record exists of each Type for a Contact/Lead record.
- We have validations that do not allow unchecked primary if another phone/email record exists for a Contact/Lead record.
- Page layout/Related list may differ from the given screenshot depending on your org setting.
Sounds good? You can also avail the benefits of this essential application to your organization. Please schedule a free consultation call with CloudVandana, a reputed Salesforce partner in India, and leave the whole Salesforce responsibility, from Salesforce implementation to deployment, to us. Call us now.
Atul Gupta is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.
A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.