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Convert lead to client - additional fields

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  • Convert lead to client - additional fields

    Hello
    how can i add new fields to converting process? I want to add tax id field which will copy from lead to new client

  • #2
    Hello,
    Example:
    1. Create a new field for Lead 'taxID' of the 'Integer' type and add it to the detail layout.
    2. Create a new field for Contact 'taxID' of the 'Integer' type and add it to the detail layout.
    3. Administration -> Layout Manager -> Contacts -> Convert Lead -> Drag and drop the 'taxID' field.

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    • #3
      Wow! Thank you Maximus for so fast reply. What if i want create differente type of field then integer? I can create any other type and it still will working?

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      • #4
        Yes, it should work.

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        • #5
          Great! Thanks!

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