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 |
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 |