Conversion of Leads

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  • lucakuehne
    Senior Member
    • Feb 2016
    • 195

    Conversion of Leads

    It would be a really nice feature, if you could define which fields should be converted to the created contact in the administration section.. For example if a have created a custom field you could also convert it to the contact...
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hi
    If contact and lead have fields with the same name, these fields will be fill while converting

    Comment

    • lucakuehne
      Senior Member
      • Feb 2016
      • 195

      #3
      So Lead.customfield would be converted to Contact.customfield? Right? That's also a solution :-)

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Yes. You also can add this field to convertLead layout in Contact to see this process

        Comment

        Working...