Lead Mapping

Updated 1 year ago by Celina Kwan

 Lead Conversion Mapping

Matching lead fields to relevant Address Book Fields saves time when converting leads into Address Book Entries. Mapped fields will be automatically copied over.

  1. In the Administration module, select Settings.
  1. Under Leads, click Conversion Mapping.
  1. Use the toggles under Transfer Values During Conversion to transfer the Leads fields to Address Book entry fields.
  1. Click Save.


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