Lead label same as contact label - Vlookup?
I'm using 'leads' as a way to list when new or existing contacts show interest in a product. However, I need to make the 'lead label' reflect the same as the linked 'contact label'.
I use the labels to show whether the contact is an existing customer. This way, if the customer becomes a lead, the lead label will let us know straight away that they're an existing client. Then the the lead can be prioritised and their account manager will be the person who follows up.
I guess what I really need is a VLOOKUP function, so that I can use automation to specify a field based on the value of another field.....
Thanks so much!
#leadlabel #contactlabel #vlookup #conditionallogic #automation