Lead label same as contact label - Vlookup?

Emily_79738
Emily_79738 Member Posts: 1 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

Hi there, 

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 

 

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  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 146 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 5 Likes
    edited May 2022 #2

    Hi Emily!

    My first idea would have been that this is doable with the Workflow Automation, but it seems that's not the case. 

    Something that maybe could fix the issue is, that you can edit the "list view" columns in Leads. There is an option for organization label, that you can choose, which will display the client label in your Leads view.

     

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