Lead and Account Fields

[dschild]

What is the best way to manage custom fields that are both Lead and Account fields. For example, I want an Industry dropdown on my leads. I want that info to move to accounts when the lead is flipped. I was told I should create a custom field on both the lead screen and account screens. They said as long as the field was named the same then it should carry over. Can someone verify this, and tell me if this is the best way to do this?

Thanks,
Dave

[andydreisch]

Hi dschild, my understanding is that a custom field of the same name (and I presume type) found on the Lead and Account screens will participate in the Lead Conversion process.

Give it a go and let us know. I looked for this in the Wiki and couldn't find it so
it sounds like a Wiki article in the making.

Andy

[appdev]

Hi - thanks for the info, Andy - very helpful. I did a quick test, and this appeared to work for Accounts. I also need to have this happen for an Opportunity created from a lead, which did not appear to happen when I tested.

Any idea where I might start looking to make this happen?

Thanks for you help.

[appdev]

Never mind - I screwed up my test. I just got this to work for opportunities. This is good - it'll save me a bunch of work.

Thanks!