Applicable plans
Sprout Blossom Garden EstateForest
During lead conversion, all the default lead fields (under Basic Information) are automatically mapped to the default fields of the newly converted contact, account and deals. There are a few fields that become irrelevant (such as Lead stages, Unqualified reason and Territory) when a lead is converted to a contact, so the data in those fields aren’t carried forward.
The table below helps you understand how the default lead fields are mapped during lead conversion.
Default Lead Fields | Contact | Account | Deal |
First Name | ✔ | ||
Last Name | ✔ | ||
Company Name | ✔ | ✔ | |
Job Title | ✔ | ||
✔ | |||
Department | ✔ | ||
Work (Phone number) | ✔ | ||
Mobile | ✔ | ||
Address | ✔ | ||
Timezone | ✔ | ||
✔ | |||
✔ | |||
✔ | |||
Company Website | ✔ | ||
Company Phone | ✔ | ||
Company annual revenue | ✔ | ||
Number of employees | ✔ | ||
Company Address | ✔ | ||
Business type | ✔ | ||
Industry Type | ✔ | ||
Deal Name | ✔ | ||
Deal Value | ✔ | ||
Deal Expected Close Date | ✔ | ||
Product | ✔ | ||
Owner | ✔ | ✔ | ✔ |
Source | ✔ | ✔ | |
Medium | ✔ | ||
Campaign | ✔ | ✔ | |
Keyword | ✔ |