How to propagate custom data fields from Lead to Accounts, etc?

[mem94566]

Okay v5.0.0b newbie here. I have added custom data fields into leads, lead-views/layouts.

I want data entered into Leads to propagate to other modules (Accounts) how do I do this ?

Key point is these are custom data fields. Do I replicate the custom data field into accounts ? I can sort of understand that Okay how to relate them ? track changes, preserve lead entered data verses account entered data ?

Thanks in advance.

Elliott

[andopes]

Hi, mem94566

You have to create into Accounts module exactly the same fields you just created into Leads module, with the same name and properties.
The custom fields with the same name into Leads and (Accounts/Contacts) are visible in the ConvertLead form.

Cheers

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André Lopes
Lâmpada Global Services
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[mem94566]

This worked as expected !! I was missing the view of the fields from list view in accounts

Best !

MeM94566