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converting leads to opportunities
Hi- I would like to convert my leads to opportunities but when I do so the field is blank. I would just like to press the button "Convert to Opportunity". Is this possible or do I have to write a trigger? Salesforce support said they couldn't help me.
Thanks,
Rachel
Thanks,
Rachel
Out of the box, conversion of leads will do a opportunity unless you select not to create.
Ref:
https://developer.salesforce.com/forums/ForumsMain?id=9060G0000005rTRQAY
When you say "the field is blank", which field are you talking about.?
Regards
Andrew
You can map the lead fields to Opportuniy fields and it will be transfer while convert. Pleasee follow the below steps.
1. Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen.
2. Click on Map Lead Fields button in Lead Custom Fields & Relationships section.
3. In mapping screen for the object Territory, click on dropdown and select Opportunity.Territory
4. Click on Save. The mapping will get saved.
Now, whenever we convert lead to an opportunity, the data in the Territory field of lead will get copied to Territory field of the new opportunity.
Please contact us, if you need anyother support,
http://www.merfantz.com/contact
Thanks