The customer would like Apsona to support bulk Lead conversion with the ability to identify and associate Leads with existing Contacts and Accounts, rather than creating duplicate records during conversion.
The customer has approximately 600 Leads that were created accidentally. Some of these Leads already have corresponding Contacts associated with active Accounts in Salesforce, while others do not have existing matching records.
Currently, Apsona supports bulk Lead conversion through Tools → Convert All. However, it does not provide the ability to match Leads against existing Contacts and Accounts and handle the conversion differently based on whether a match is found.
The requested enhancement is to provide the ability to:
Match Leads with existing Contacts and Accounts: Identify Leads that correspond to existing Contacts and associate them with the appropriate existing Contact and Account during conversion, without creating duplicate records.
Create new records for unmatched Leads: For Leads that do not have corresponding existing Contacts or Accounts, create new Contacts and Accounts as part of conversion.