When converting a lead to a deal, first a new account and contact are created with the relevant lead data, and then a new deal is created. The following table provides descriptions of various fields converted to an account, contact, and deal during lead conversion. If you have custom fields, you can map them too. See Also Map Fields
Lead Field |
Converted To |
Salutation |
Contact: Salutation |
First Name |
Contact Name |
Last Name |
Contact Name |
Company |
Account: Name
Contact : Name
|
Designation |
Contact: Title |
Lead Source |
Deal: Lead Source
Contact: Lead Source
|
Industry |
Account: Industry |
Annual Revenue |
Account: Annual Revenue |
Assigned To |
Account, Contact, Deal: Assigned To |
Phone |
Account: Phone
Contact: Phone
|
Mobile |
Contact: Mobile |
Fax |
Account: Fax
Contact: Fax
|
Email |
Contact: Email |
Skype ID |
Contact: Skype ID |
Web site |
Account: Web site |
Lead Status |
User should specify the Deal Stage while converting the lead. |
Rating |
Deal: Rating |
No of Employees |
Account: No. of Employees |
Email Opt Out |
Contact: Email Opt Out |
Street |
Account: Street
Contact: Street
|
City |
Account: City
Contact: City
|
State |
Account: State
Contact: State
|
Postal Code |
Account: Postal Code
Contact: Postal Code
|
Country |
Account: Country
Contact: Country
|
Custom Fields |
Users can map their own custom field. |
To convert leads to other sales records
Scenario |
If the Account or Contact exists
|
If the Account or Contact doesn't exist
|
Available:
SSN
LinkedIn ID
|
|
|
Available: SSN
Unavailable: LinkedIn ID
|
|
|
Unavailable: SSN
Available: LinkedIn ID
|
|
|
Scenarios |
If Account/Contact already exists in CRM |
If Account/Contact does not exist in CRM |
Lead Name: Available Company: Available Email Address: Available |
Use Case 1
If the email address matches with an existing contact then
Use Case 2
If there is no contact with the matching email address, the system will search for accounts with a matching company name. If the company name matches an existing account, then:
Use Case 3
If Case 2 is not satisfied and there is no account with the matching company name, the system will search for contacts with a matching lead name. If the lead name matches an existing contact, then:
|
A new account and a new contact will be created. |
Lead Name: Available Company: Not Available Email Address: Not Available |
Options:
|
A new contact will be created |
Lead Name: Available
Company: Available
Email Address: Not Available
|
Options:
|
A new account and a new contact will be created. The contact will be associated to the account. |
Lead Name: Available Company: Not Available Email Address: Available |
Options:
|
A new contact will be created |
When a lead is converted into an account, contact, and deal, the lead's field values are transferred to the mapped account, contact, and deal fields. Only when the fields are accurately mapped with those of the corresponding modules, will the data be transferred properly.
By default, the standard fields are mapped with the corresponding fields of the other modules (Accounts, Contacts, and Deals). With the lead conversion mapping tool, you can easily map other fields that you create. Please note that you need to map a field with a similar type of field as well as field length only. For example,
To map lead fields with other modules
For this, you must map the fields of one layout with the corresponding layouts of another module. For example, you have created a layout called Mobile Service in the Leads module, all the fields from the Mobile Service layout in Leads can be mapped with the Mobile Service layouts of Contacts, Accounts and Deals as per your requirements.
To map fields based on page layouts
Based on your business requirements, you may want to close the leads instead of converting them. In such a case, you can do the following:
By default, some industry standard pick list values are available in the Lead Status field. You can modify the pick list values as per your organization's business process and replace the existing value with new value.
To add a pick list value
To convert leads in bulk
Select the Deal checkbox, if you want to create a deal upon lead conversion.
The deal fields will be listed. The mandatory fields will be pre-populated based on Conversion Mapping.
Fill in the fields for deals.
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