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How to Copy Values from Lead Form to Convert Lead Form

Anand Chitikela

HI

    I want to copy values from the leads form to convert lead form.

For example:

If there is a mobile no. field in the leads and when i want to convert a lead.I want this mobile number to be copied in the covert leads-new contact page-mobile field.

   Can any one please provide me insights regarding this.

  • 0

    Hello Anand,

    When converting a Lead into a Contact and Account, any fields in the Leads module that match fields in Contacts or Accounts, will automatically carry the value from the Lead to the Contact and/or Account record, so long as the field Name matches across the modules.

    If you navigate to Admin > Studio > Leads > Fields, you will notice that the Name of value of the First Name field is 'first_name'.  If your Mobile Number field in Leads has a Name value of 'mobile_phone_c' and the Mobile Number field in Contacts also has a Name value of 'mobile_phone_c', the value will copy from the Lead to the Contact during conversion.

    As mentioned the field Name values must match, the Display Labels can be different.

    Regards,

    Dan Kallish

    Advanced Support Engineer

    SUGARCRM

    Learning Resources: http://support.sugarcrm.com | http://university.sugarcrm.com | http://community.sugarcrm.com