How to Map Opportunity to respective Contact

[Ashif Malayil]

When converting the Lead, is there any way to tick Contact automatically, there is a lot Opportunity without Contact. How can i map these Opportunity to their respective Contact?

[emillod]

Hello,
while you're converting lead to contact and opportunity, it should automatically link both records properly - just checked on demo.
If you want to link opportunity which was created from lead, you can use field originalLeadId to track down the original lead and there is a field createdContactId.

[Ashif Malayil]

Thanks, i do have one more doubt whenever i am Converting Lead, The address field is getting auto fetched in Organisation and Contact, but not in Opportunity. What may be the issue? How can i resolve it.

[emillod]

Have you tried to add address field into converting field? As far as i remember it should have the same name.

[Ashif Malayil]

Ok, then some of your extensions which has to be collected from author, their web page showing error.

[Ashif Malayil]

Have you tried to add address field into converting field? As far as i remember it should have the same name.

I am not able to find the Convert Field, if i create a new Address field can i bring that to Convert Lead Layout and that has to be auto fetched from Lead. How can i achieve this?

[victor]

I am not able to find the Convert Field, if i create a new Address field can i bring that to Convert Lead Layout and that has to be auto fetched from Lead. How can i achieve this?

- In Administration > Entity Manager > Opportunity > Fields add field address (screenshot 1).
- In Administration > Entity Manager > Opportunity > Layouts > Convert Lead add field address (screenshot 2).
- At the time of conversion from Lead to Opportunity, the address field will be filled automatically.

[Ashif Malayil]

Thanks victor, One more doubt i have attached one screenshot. So below product there is 'Text' field. I'm not able to find this field in field manager neither i can't see the data i enter here.

[victor]

Your screenshot shows the Item List:

• In the Name field (screenshot 1) you select a Product, which after this selection creates an Item. Also, in the Name field, you can specify any name for your Item without selecting a previously created Product (screenshot 2).
  Similar Items can be distinguished by the color of the Name field in Opportunity Item Edit menu.
• The text field under the Name field is the Description field for the Opportunity Item entity (screenshots 3 and 4). In my example, this is Opportunity Item. For Quote item, Invoice Item etc. works the same way.