CRM Demand Tools - Mass Convert

Are you looking to convert a group of prospective students (leads) to student accounts within salesforce? Do you wish to avoid having to search & locate each student then manually click the "convert" button for each individual? Would you rather convert a group of lead records by using specific criteria? If so, the Mass Convert is the tool for you.

Mass Convert allows you to:

• Enter criteria in order to identify only those leads you wish to convert. For example, I use this tool to identify all leads affiliated with the "Off Campus - Student Lead" record type with a lead status value of "Applicant".
• Create an opportunity upon conversion (however currently Rutgers is not utilizing the "opportunities" object)
• Specify account ownership as well as create notifications for these individuals. This is a great way to notify a co-worker of a newly admitted student and provides options to assign a follow-up task for staff member
• Provides a final confirmation dialog box indicating the number of errors, converted leads, and location of the log file