When converting from a lead to a Contact, Company or Opportunity, you can carry across custom fields from leads into any of these modules. You can see a more detailed explanation of this feature by clicking here.

You can also carry across custom fields when converting from a Quote to a Sales Order or Invoice and from a Sales Order to a Purchase Order or Invoice.

By mapping a Custom Field from one entity to another you are able to pass the field details across as part of the create function.

Once the custom fields are set up mappings will need to be created by a system administrator.  These mappings can be set up from within the Studio section of the OpenCRM settings page, under the section "Field Mapping".  This will give you a list of mappings which can be applied.  Clicking on the mapping you wish to create will display the following screen;

The fields you are mapping from are listed on the left and to the right of these is displayed a list of custom fields on the module being 'converted to'.  The module being mapped from and to are always listed on the screen as a reminder of any previous field mappings that have been set-up.

In brief, mapping from leads will give a different screen to the one which is seen when converting between quotes, orders and invoices.  The screen for mapping from leads to contacts, companies and opportunities looks like this;

The field being mapped from is listed to the left, as in the other mappings screens, but it can be set up to populate custom fields on companies, contacts and opportunities at the point of conversion, as the creation of these records is all done at once when a lead is converted.

• Rate This Article

  
  
• Feedback and Comments

  Name:

  
  

You may also be interested in:

• Social Network links on Companies, Contacts and Leads - how do we find usernames from the various Social Media Networks?  Updated : 12-04-2013 14:24
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies
• I want choose some records from a list and export these records only, is there a simple way of doing this?  Updated : 14-05-2012 10:01
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies

• How does the Mapping tool work in OpenCRM? I want to see the locations of my Leads, Companies and Contacts on a Map, how do I do this?

    Updated : 20-05-2013 14:53
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies
• How can I change the fields visible on the Basic and Advanced Search screens?  Updated : 03-04-2012 15:11
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Helpdesk
• I need to bulk update a set of records in OpenCRM, how do I do this?  Updated : 17-02-2012 12:47
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Documents OpenCRM::Contracts OpenCRM::Events OpenCRM::Campaigns
• How do I code emails in order to track click throughs, enquiries and to automatically manage remove me requests?  Updated : 17-02-2012 11:53
  OpenCRM::Leads OpenCRM::Emails OpenCRM::Contacts OpenCRM::Companies OpenCRM::Settings::Templates Hosted::Portal
• 

  What are Action Plans in OpenCRM and how can I use them to get the most out of my OpenCRM solution? And what are Conditional Action Plans?

    Updated : 14-05-2012 16:34
  OpenCRM::Leads OpenCRM::Emails OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Helpdesk OpenCRM::Documents OpenCRM::Events OpenCRM::Campaigns OpenCRM::Settings OpenCRM::Settings::Additional
• Can round-robin be used to assign records when importing data?  Updated : 14-11-2011 11:00
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies OpenCRM::Helpdesk OpenCRM::Settings::Users OpenCRM::Settings::Additional
• How can I get Leads into OpenCRM from a contact form on my website? How do the OpenCRM contact forms work and how do I customise them? Applies to Version 3.02+  Updated : 31-10-2011 11:20
  OpenCRM::Leads OpenCRM::Data Import-Export
• How can I get Leads into OpenCRM from a contact form on my website? How do the OpenCRM contact forms work and how do I customise them? Applies to All versions  Updated : 31-10-2011 11:19
  OpenCRM::Leads OpenCRM::Data Import-Export