How to mirror lead module fields in contacts and accounts?

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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