Convert lead to client - additional fields

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  • emillod
    Active Community Member
    • Apr 2017
    • 1439

    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
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #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.

    Comment

    • emillod
      Active Community Member
      • Apr 2017
      • 1439

      #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?

      Comment

      • Maximus
        Senior Member
        • Nov 2018
        • 2731

        #4
        Yes, it should work.

        Comment

        • emillod
          Active Community Member
          • Apr 2017
          • 1439

          #5
          Great! Thanks!

          Comment

          Working...