Required Features
- Match to existing Account and/or Contact
- Auto Convert based on multiple criteria
- Allow to not create Opportunity
Nice to have Features
- Set the Opportunity name by a formula or a field (saves having to create a workflow).
App Name | Link | Price | Features | Works with NPSP | Comments |
---|---|---|---|---|---|
Auto Convert | https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B52wsEAB | US$100/Org/Month |
| No, not yet - they are working on it. | Because it only runs off an hourly schedule there may be Leads sitting in your system that have all the statuses required for converting. This could be confusing. Pricing is good though. I will check again when they get NPSP working. |
Mass & Auto Convert Leads Premiup | https://appexchange.salesforce.com/listingDetail?listingId=a0N300000030ptZEAQ | US$120/u/yr US$120/u/16 months for NFPs |
| Not yet - they are working on it. | |