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How to Map Opportunity to respective Contact

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  • victor
    replied
    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.​
    Attached Files
    Last edited by victor; 05-15-2024, 01:17 PM.

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  • Ashif Malayil
    replied
    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.
    Last edited by Ashif Malayil; 05-15-2024, 10:44 AM.

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  • victor
    replied
    Originally posted by Ashif Malayil View Post
    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.
    Attached Files

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  • Ashif Malayil
    replied
    Originally posted by emillod View Post
    Have you tried to add address field into converting field? As far as i remember it should have the same name.
    Click image for larger version

Name:	image.png
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ID:	106135I 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?​

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

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

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  • Ashif Malayil
    replied
    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.

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  • emillod
    replied
    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.

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  • Ashif Malayil
    started a topic How to Map Opportunity to respective Contact

    How to Map Opportunity to respective Contact

    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?
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