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) {
       //
    }
}

[crmclients]

Thanks guys I think I have part of the answer with your block Yuri

If the Lead is Converted then stop all calculations..... on both Lead and Opportunity when opened

What I mean is next year the 45 year old will be 46 and the Lead and the Interest rates will change

If there is no Opp that good, it does need to update but for any Opportunity it should be frozen what was sold at the time and the following years should not change

maybe i just need to copy the frozen rate to a special field "Rate at Sale" to preserve it and then direct all calculations to use that one each time the Opportunity and/or Lead is opened, example of calcs on each Lead and Opp