Overview:
Ensure that important lead information (e.g., custom fields, source) carries over to the deal record for context and reporting.
Steps:
Navigate to Leads & Deals → Settings → Field Mapping.
Under Lead → Deal Mapping, click Edit Mapping.
For each lead field, select the corresponding deal property.
Save your mappings.
Convert a test lead to verify that fields transfer correctly.
Tips & Best Practices:
Map only the fields you actually use in deal workflows to keep deal records clean.
Review mappings after adding new custom fields.
Export a sample of converted deals to audit that data migrated as expected.
Troubleshooting / FAQs:
Q: Some lead fields didn’t map over.
A: Check that the target deal field exists and is enabled for mapping.
Q: Mapping changes aren’t applied to existing deals.
A: Field mappings only affect new conversions; use bulk update for past deals.