We recently increased the number of lead sources we have and I wanted
to clean up our opportunities (including the historical ones) to map to
the new lead sources. The problem was that I didn’t want to go through
over 10,000 opportunities by hand, so I figured out this little trick.
We have in the opportunity record a description of the original
opportunity, and inside that description we had buried the lead source.
Given this information, here is what I did to get the opportunity lead
source:
- Create a filter on the description that uses “Starts With” and a wildcard % of the information you want to search for
- Check the box for group update
- Select all records
- Using the drop down, select mass update
- Replace the field you want, such as lead source
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