Lead to Opportunity - Amending Opportunity Fields at Conversion

Hi All,

I have a field oppo_stage which refers to the current stage of the opportunity e.g. fact find, first stage meetings etc. I'm struggling to find where I can Set Field Value when it comes to converting a Lead to an Opportunity? I have looked through the Workflow screens but I can't seem to find any reference to the process that occurs when transferring from Lead to Opportunity.

Any help / pointers in the right direction would be appreciated.

Many Thanks

Adam Prettyjohns

  • 0

    You will need to make sure the entries for oppo_stage have the same codes as lead_stage, when they do, place this on the create script for the oppo_stage: -

    if (CRM.GetContextInfo("Lead","Lead_Stage"))

    {

    defaultvalue = CRM.GetContextInfo("Lead","Lead_Stage");

    }

    else

    {

    defaultvalue='Lead';

    }

    Replacing the default value of 'Lead' to be whatever you want it to be when it is not converted from a lead.

    Hope that helps.

  • 0

    Adam,

    There are two steps for converting a Lead to an Opportunity, and the mappings are different for each.

    First, you must "Add or Find this Company" or "Add or Find this Person" using the buttons on the Lead screen. Essentially, this creates a Company or Person record to which you will later attach the Opportunity. To map custom fields to the newly created Company, you must name them in a certain way when you add them to the Lead table.

    For example, if you create a field called "Favorite Color", you would name it lead_companycolor in the Lead table and comp_color in the company table. The system will automatically match these two fields when you "Add or Find this Company."

    The second step, "Convert to Opportunity" is a little easier to deal with. If you go to Administration-->Lead and look at the Fields tab, there will be an extra button on the right side of the screen called Mappings that is not present for the other entities. On the Mappings screen you can designate the mappings that occur between Lead fields and Opportunity fields during the conversion process.

    Hope this helps!

    - Matt -