How to map Leads app's amount attribute with Opportunities app's amount using Custom conversion?

Updated on March 3, 2020 05:16AM by Admin

Apptivo allows you to Map the fields of two apps that you wish to connect. Using Custom conversion option you can now convert the Leads app potential amount attribute to Opportunities app’s Amount. You can have the attributes of Leads app in the opportunities app by simply Mapping the fields that you wish.

  • Login and access Leads app from the Universal navigation menu bar.

  • Select the More details option from the app header and click on Settings.

  • Now select Leads→ Custom conversion from the left panel.

  • Now the Object conversion view page will open. In that select Custom conversion option and enable Opportunities Mapping and Click on Mapping.


  • In the Mapping, field page scroll down to Amount attribute and select the attribute.

  • Now select the attribute of Leads app as Potential amount.

  • Once you select the attribute click Update.

  • Once you click Update the Conversion mapping gets updated.

  • Now Create a record in the Leads app by entering a value in the Potential amount field.

  • Now select Convert → To opportunities from the right side.

  • Now open the Opportunities app from the universal navigation menu bar.

  • Now when you try to create a record in the Opportunities app you can See the Amount filed already consisting of the value that you specified in the Potential amount field of the Leads app.