I would like to copy custom fields from Leads to Accounts, Contacts, and Opportunities in various areas of the program. For example, Lead to Contact Conversion, Lead to Opportunity Conversion, Lead to Account Conversion, and Opportunity created under an Account. I am guessing this can be added and chaned easily enough because I would think this would be a pretty popular modification. Is there another forum thread I can refer to on how to do this or can you get me started in the right direction? Would this be a good place to use Rules Wizard?
Custom fields can be converted from Leads to Contacts, but not Leads to Accounts and not Leads to Opportunities. You would need to modify the source code to get the level of conversion that you are requesting. I'm not sure that the Rules Wizard would help either.
Then, how do you modify the conversion fields for contacts? Convert Lead Stored Procedure?
You will have to be more specific as to what you want to do. What fields do you want to modify?
One example would be that we added a field to Leads called Contact Type that tells us if the lead is a retail client, contractor, vendor etc. Another example is that I prefer to manage all lead sources with the Campaigns module vs the Lead Source dropdown list. I would like to figure out how to copy these custom fields over to custom fields created in Contacts automatically when they are converted. I guess for some of these things I could always refer back to the lead in reporting since the lead is still there and the contact ID is stored in the lead table, but for other things like Contact Type it would be much better if it copied over during the conversion.
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