Applicable plans
Sprout Blossom Garden EstateForest

Why is mapping your lead fields important?

‘To ensure that the data from your default lead fields aren’t lost during conversion’

When you convert a qualified lead, a contact, account and deal is created based on the information you’ve provided for the lead. 

After a successful conversion, the lead is no longer available in the Leads tab, but the information - data from the lead default fields - is transferred to the corresponding contact, account and deal (if any). 

For a proper transfer to happen on lead conversion, you should map the lead custom fields to the respective custom fields of the contact, account and deal. Otherwise, the data from these default lead fields are lost during conversion. 

How to map lead fields to contact/ account/ deal custom field?

Before you begin mapping your lead custom fields, make sure you’ve added the corresponding custom fields under contacts, accounts and deals. Else, you can also,

  1. Add/Edit field overlay: You can directly create one, from the Field mapping field while adding/editing a lead custom field.

  2. You can also create them beforehand and then proceed to map.

To map lead custom fields to other custom fields, 

  1. Login to Freshsales as an Administrator.

  2. Go to Admin settings > Custom Fields > Lead Fields.    

  3. There are two ways to map fields.

           1. Add/Edit field overlay:

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              - While adding a lead custom field, click the Field mapping dropdown. 

              - Choose the entity(contact/account/deal) custom field to which the current lead 

                custom field needs to be mapped.

              - In case you missed out on creating the required fields beforehand, you can 

                still create a new custom field(contact, account or deal) dynamically from your 

                current screen.

              - Type in the name of the new field. An option to ‘Add<name of the new 

                 field>’ comes up. Click it.

              - A pop up asking you if the field is a contact, account or deal field shows up.

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              - Choose an entity from the ‘Choose a type’ dropdown and hit Save.

           2. Map lead fields button:

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              - Click the Map lead fields button present right next to Preview.

              - In the Map Lead Fields page, a list of all the lead custom fields that you’ve 

                created is displayed.

              - From the drop down menu beside each custom field, choose a 

                Contact’s/Account’s/Deal’s custom field to which the data needs to be 

                mapped. If you don’t want to map a certain field, simply skip it.

              - To un-map a custom field that has already been mapped, click the close(x)

                 symbol on the drop down. 

              - Click Save when you’re done.


  1. Only similar field types can be mapped. Ex: Lead text fields can be mapped to other text fields only, or numeric fields to other numeric fields only and so on. The field mapping dropdown automatically lists only custom fields of matching field types.

  2. While mapping fields that are drop downs or radio buttons, make sure that the choices are the same. For example, if the choices in a lead drop-down field, Owner is, John, Tom, Lisa, Katie make sure that the same values are in the contact/account/deal drop down fields too.