What Happens When a Lead is Converted to a Contact

"When updating existing accounts or contacts during lead conversion, the values of mapped lead fields don’t overwrite the values of the mapped account and contact fields."

This page describes how a lead’s values are converted to contacts, accounts ("partnerships" in The Data Mine language), and opportunities ("projects" in The Data Mine language):

The lead fields that get converted to contact fields:

Lead Field Contact Field

Name

Name

Title

Title

Email

Email

Personal Email

Personal Email

Address

Mailing Address

Phone

Phone

Personal LinkedIn

Personal LinkedIn

Personal Website

Personal Website

Company

Account Name

Lead Owner

Contact Owner

Lead Source

Lead Source

Lead Status

This field disappears upon conversion to a contact

Do Not Call

Do Not Call (or maybe This field isn’t updated for leads converted to existing contacts; need to check this)

Email Opt Out

Email Opt Out (or maybe This field isn’t updated for leads converted to existing contacts; need to check this)

Rating

This field disappears upon conversion to a contact

Description

Description

The lead fields that get converted to partner fields; these should already be filled in by The Data Mine team member who created the partner (if it did not already exist) before creating the lead.

Lead Field Partner Field

Company

Account Name

Address

Billing Address

Phone

Phone

Lead Owner

Account Owner

Lead Source

Account Source

Rating

Rating