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How to perform a custom conversion in the Leads App?
Updated on August 19, 2020 07:15AM by Admin
Custom conversion enables you to convert the specific attributes of a record in the Leads App to Opportunities App. With the custom conversion, you can convert only the desired fields from the Leads App to Opportunities App.
- You can access Custom Conversion from Settings in the Leads App → Leads → Conversion → Custom Conversion. Here, select Mapping to choose the attributes.
- Select the Mapping function of the Opportunities App and select the attributes for conversion.
- If you want the activities associated with the leads to also be converted, enable the toggle for the Activity that is to be reflected in the Opportunities App.
- Here, The Name, Customer, Type are mapped with the Name, Customer, and Type of the Opportunities App.
- You will receive a notification once the mapping is complete.
- Go to Show All in the Leads App and select a record to convert. Select Convert → To Opportunities from the Overview page to convert the record.
- Once the record is converted, you will be redirected to Create Opportunities page.
- Here, the selected attribute’s value will be mapped in the Opportunity’s record.
- You can add other values to the Create Opportunities page and save the record.
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