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Thread: Custom field in "Leads" not converting in "Accounts"

  1. #1
    avb3 is offline Member
    Join Date
    Mar 2007
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    Exclamation Custom field in "Leads" not converting in "Accounts"

    I have made a custom field in Leads (SIC code). I now realize that there is a SIC code field in Accounts.

    What I would like to do is use the same field that is in Accounts and add it to the Lead form. Apparently I can not do that, hence the custom field.

    I have thousands of leads I need to import, and the SIC classification is very important to the process. How can I ensure the SIC is imported into Leads and then when there is a conversion to Accounts, that it carries over?

    Any help is VERY much appreciated.

  2. #2
    andydreisch's Avatar
    andydreisch is offline Sugar Team Member
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    Apr 2005
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    Default Re: Custom field in "Leads" not converting in "Accounts"

    Hi avb3, though I've not personally done this, I have it on good authority that a custom field in Lead will map to a custom field in Account provided that the custom field is named exactly the same in both.

    Give it a go and let us know.

    Andy
    Andy Dreisch
    Vice President, Online Team


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  3. #3
    aSugarDaddy is offline Member
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    Default Re: Custom field in "Leads" not converting in "Accounts"

    We can help, check out our website and contact us with the problems your having

    austinsoftwarearchitects.com

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