Populate Custom Fields When I convert from Lead to Account

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  • JosNas
    Member
    • Sep 2021
    • 97

    Populate Custom Fields When I convert from Lead to Account

    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?
  • rabii
    Active Community Member
    • Jun 2016
    • 1250

    #2
    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.

    if the names of the custom fields are different on both Lead and Account then you need advanced pack or you can map the fields in clientDefs for custom lead.
    Rabii
    Web Dev

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