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Auto-fill "Account" and "Contacts" when converting Lead to Oppty

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  • Auto-fill "Account" and "Contacts" when converting Lead to Oppty

    Hi all! Just started my 30 day trial of the cloud solution, and the setup has generally been going very well, except now I'm stuck: when converting a lead into an opportunity, how can I automatically copy the "Account" and "Contacts" from the lead to the opportunity?

    I read the below post:

    > "If you have created the same fields with same names on both Lead and Account, then you can just go to administration > entity manager > account > layouts > convert lead and just add the field there so when the conversation is done the fields will be populated. "
    Hello. I have created custom fields in both Account and Lead. When I convert from Lead to Account, how can I populate the custom fields in Account from the custom fields in Lead? Is there a way to do it without the Advanced Pack and Workflows?


    But it doesnt seem to be working for me, because I cant get those fields to have the same name.

    Here's how the relationship is currently setup between Lead and Contact:

    Entity Foreign Link Link Type Link Foreign Entity
    Lead cLeads Many-to-Many cContacts Contact

    And here's how the relationship is setup between Lead and Account (note I have renamed "Account" to "Project"):

    Entity Foreign Link Link Type Link Foreign Entity
    Lead cLeads Many-to-One cAccount Project

    The above relationships were both manually created by me.

    The problem is, I am unable to create the same fields in Opportunity. If I try to re-create the relationships, e.g. naming the new relationship field "cContacts" (like in the Lead field), it renames it to "cCContacts" once the relationship is created in Opportunities.

    So I'm at a loss - what else can I try? Appreciate any guidance!
    Hello. I have created custom fields in both Account and Lead. When I convert from Lead to Account, how can I populate the custom fields in Account from the custom fields in Lead? Is there a way to do it without the Advanced Pack and Workflows?
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