Update Leads with Most Recent Contact and Account Information

Schedule the process Update Leads with Most Recent Contact and Account Information to run periodically in order to make sure any changes to account and contact information are reflected in leads.

1. Open Navigator > Tools > Scheduled Processes .
2. On the Overview page, click Schedule New Process and click the Search Name button (down arrow) on the right side of the Name field.
3. Click the Search link at the bottom of the list.
4. In the dialog box, search for Update Leads with Most Recent Contact and Account Information.
5. Select the process and click OK
6. In the Process Details window, click Advanced.
7. Under Advanced Options, select Schedule.
8. Select Using a schedule and enter information about how often you want to update the lead information.