Commit f68811fc authored by Michael Snow's avatar Michael Snow Committed by Jennifer "JJ" Cordz

Adjusting Sales segment on Lead to match SFDC rules

parent e335b49a
......@@ -309,7 +309,7 @@ Please be sure to update the following fields to ensure accuaracy:
- **If a lead is confirmed to be a part of an existing customer group, please be sure to convert to the affiliated account prior to reassinging.**
- **If there are duplicate records in the system, it is our job to clean them up by merging lead records and converting them into existing contacts, when applicable. When merging please retain the `Initial Source` that was created first as this is important to our attribution tracking.**
- **Total Employee Count is one of fields on the Lead that is used determine the Sales Segmentation for the Lead. If the Lead matches an Account in Salesforce via LeanData the Lead will adopt the Sales Segmentation of the Account. If the Lead does not match an Account and the Lead has a value selected in the `Employee Bucket` field then the Sales Segment of the Lead will be determined by the picklist value. If all other fields return an `Unknown` segment or are blank then the Sales Segment on the Lead is determined by the Number of Employees field on the Lead **
- **Total Employee Count is one of fields on the Lead that is used determine the Sales Segmentation for the Lead. If the Lead matches an Account in Salesforce via LeanData the Lead will adopt the Sales Segmentation of the Account. If the Lead does not match an Account and the Number of of Employees field on the lead is populated the Sales Segment of the Lead will be determined by value in this field. If all other fields return an `Unknown` segment or are blank then the Sales Segment on the Lead is determined by the value selected in the `Employee Bucket` field on the lead.**
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