Cloud version: What's the best way to lock down Lead data on Converstion

[crmclients]

Client uses an interest rate table that changes weekly - we have 10 calculations happening in formula based on the rate

When the rate changes, would like the formula to ignore converted Leads

Example table

ifThen(cAgeOfYounger == 45, cPLFLTV = 0.234);
ifThen(cAgeOfYounger == 46, cPLFLTV = 0.239);
ifThen(cAgeOfYounger == 47, cPLFLTV = 0.245);
ifThen(cAgeOfYounger == 48, cPLFLTV = 0.25);
ifThen(cAgeOfYounger == 49, cPLFLTV = 0.255);

all the way to 99 years

so the formula grabs the corresponding rate based on age, it's possible in conversation there is a correction so i can't lock after entering the DOB but I do want to lock it once its converted

so i guess i need to nest all the formulas to check "= is Converted" etc but is there a simpler way or unknown feature?

[victor]

What do you mean by locking lead data? Maybe it's worth using dynamic logic for certain fields when the lead status becomes "Converted"?

[yuri]

Hi,

I'm not sure I understood the question. You can use if blocks like this:

if (status != 'Converted') {
    if (cAgeOfYounger == 45) {
       //
    } else if (cAgeOfYounger == 46) {
       //
    }
}