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Map old lead-source values to the new picklist in a CSV
- For Revenue operations
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Intermediate
About this exercise
Produce one fenced CSV with header old_value,new_value and one row per old value. new_value must be exactly one of Inbound, Events, Partner, Outbound, following the mapping rules (first matching rule wins). Values that match no rule get Needs review. At most 8 words outside the code block.
Common mistakes when you ask AI for this
- Ignoring rule order. The AI maps Partner referral to Inbound. Try: Add: "First matching rule wins, in order."
- Guessing for unknown values. The AI maps Podcast ad to Inbound. Try: Add: "No match means Needs review."
- Inventing labels. The AI writes Marketing or Referral. Try: Add: "Use exactly the four new values or Needs review."
- Extra text. The AI adds a table. Try: Add: "One code block, at most 8 words outside it."
What a strong prompt includes
- Names the header
- Lists the new values
- States first match
- Handles unknowns
- Limits outside text
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