Converted Status is required to configure if you choose to use Align.ly to auto-convert Leads to Contacts/Accounts.
When converting a Lead to a Contact/Account, Salesforce requires that you set a Converted Status value. Since Align.ly is converting Leads automatically "behind-the-scenes", we need to configure the value to be set when auto-converted.
By default, Align.ly sets the Converted Status value to "Auto-Converted", but there is configuration necessary within Salesforce.
- Go to Setup -> Customize -> Leads -> Fields -> then click on "Lead Status".
- Under Lead Status Pick Values click "New".
- For Label use "Auto-Converted" and for API Name also use "Auto-Converted"
- Set "Converted" to TRUE
- Click "Save"
It should now look something similar to the following:
You can use a custom value for Converted Status. If you choose to use a custom value, you'll need to update the Converted Status field in Setup -> Develop -> Custom Settings -> then click "Manage" next to Align.ly Lead-to-Account Settings.
If you are using a Lead Process, you will need to make sure your new converted value for Lead Status is selected for your Lead Process.