I have a person who has used Lead Status as a lead source type of property. We need to utilize Lead status for proper LCS management. So I'm moving Lead status data to a new custom property "Lead Source". My concern is this:
Contact ID
Email
Lead Status Current Value
Lead Status Change Date
Lead Status Previous Value (1)
Lead Status Change Date (1)
Lead Status Previous Value (2)
Lead Status Change Date (2)
Will those Lead Status values and dates, transfer to a new custom property? Because the drop down options don't match exactly (he's changing the names for simplicity) I can't use a work flow to copy everything over. So, how would you import. If import is a terrible idea, what do you suggest?
@karstenkoehler Nailed it! That is the secret sauce I was looking for. Will pass that on. In conjunction with the exported hard copy, that's more than enough 'just in case' 💡
So yes to the one time edit. The tricky part is that I'm not trying to simply capture the main Lead status value, I also need to (if possible) capture the historical data:
Lead Status Current Value (The drop down select value)
Lead Status Change Date (hidden)
Lead Status Previous Value (1)(Hidden)
Lead Status Change Date (1)
Lead Status Previous Value (2)
Lead Status Change Date (2)
So I can see these fields in the export, but I'm not sure if I was to reimport them under "Lead Source", if those additional fields would be captured.
I warned them they will likely lose that data (beyond the exported file).