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Thread: Adding custom fields to LEADS and ACCOUNTS

  1. #1
    breale is offline Member
    Join Date
    May 2008
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    8

    Default Adding custom fields to LEADS and ACCOUNTS

    Hi,

    I have a number of custom fields that we are capturing in a lead generation part of our business. I want to import these leads to SUGAR LEADS. So I have created the additional fields and added them to LEADS. Do I also need to add the fields to SUGAR ACCOUNTS so that when I convert a LEAD to an ACCOUNT it will carry the information over?

    thanks,

    brian

  2. #2
    crmbalah is offline A Prolific Poster
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    Mar 2009
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    chennai
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    Default Re: Adding custom fields to LEADS and ACCOUNTS

    HI
    you should create same field in account.
    now if you create account through convert to lead, the account create function also take custom field value also

  3. #3
    breale is offline Member
    Join Date
    May 2008
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    8

    Default Re: Adding custom fields to LEADS and ACCOUNTS

    thanks...so if I am planning on CONVERTING the leads, then i don't need to create them in ACCOUNT. They wil automatically move over upon conversion, right?

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