I have 20,000 names in my lead database. I would like to apply some business rules to better categorize them to focus future marketing efforts. Unfortunately, these rules cross database tables, such as the following:
IF Campaign = Campaign1 AND Campaign status = Attended AND Notes = "" (i.e. there are no notes) THEN Lead Status = Marketing Campaign AND Disposition Reason = No Response
While a SQL query sort of thing would do, what I REALLY want is to be able to display a set of leads as a custom view where some of the conditions come from other tables, and some of the display fields also come from other tables. So for instance if I could use the IF conditions above to choose the leads to be displayed in a custom view, then I could use the mass update feature to update 100 leads at once, while still putting my eyeballs on the list as I do it.
Currently, my only alternative is to create a report, and then click on each lead one-by-one to edit it, which is an amazingly slow process.
Are there any zoho apps, external apps, or ways to leverage the new custom functions or APIs in order to achieve this goal?