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Bringing forward attributes from lead class to opportunity class

  • 6 April 2023
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Hi! We’re currently revamping how we use Acumatica for our own internal CRM. We’re exploring the option of using attributes for lead classes to capture as much data as possible on a prospect such as their industry, requirements etc. This is all good information as the prospect moves along from lead to opportunity. However, when we convert the lead to an opportunity, the attributes despite being the same, do not get carried over and the data is lost/needs to be reentered. Is there any way that we can ensure the data from the lead stage gets brought forth into the future stages like opportunities and business accounts?

 

Thanks!

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Best answer by frederickodendaal77 6 April 2023, 16:15

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In 2021R2 you have an option so select user-defined fields on the opportunity when converting a lead to an opportunity.

 

 

Just make sure that you mark the user-defined field as required on the opportunity screen for all the classes you need it for

 

So when I convert a lead to an opportunity and fill in the class ID, I am then able to select the UDF.

 

If you are using the same UDF on both the lead and opportunity screen then you won’t have to select it as it will populate with what was on the lead.

 

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