How to mirror lead module fields in contacts and accounts?
Layout-based conversion mapping
To ensure this, you can follow the instructions below.
- Click Settings > Setup > Customization > Modules.
- From the List of modules, select the Leads module.
- Click the Module Settings icon > Lead Conversion Mapping.
- In the Lead Conversion Mapping page, choose the desired layout under the Leads module.
- By default, the fields of the Standard layout of Leads, Contacts, Accounts and Potentials are displayed.
- Choose the corresponding layout under Contacts/Accounts/Deals as required.
- For each field under Leads, map the corresponding field under Contacts/Accounts/Deals from the dropdown lists.
- Click Save.
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