What happens to the default fields during lead conversion?

Modified on: Mon, 11 May, 2020 at 11:37 PM


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 FieldsContactAccountDeal
First Name


Last Name

Company Name

Job Title

Email

Department

Work (Phone number)

Mobile

Address

Timezone

Facebook

LinkedIn

Twitter


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





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What happens to the default fields during lead conversion?

Modified on: Mon, 11 May, 2020 at 11:37 PM


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 FieldsContactAccountDeal
First Name


Last Name

Company Name

Job Title

Email

Department

Work (Phone number)

Mobile

Address

Timezone

Facebook

LinkedIn

Twitter


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





Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial