How to copy values when converting a Lead to a Deal?

When you convert a lead into a deal, you can copy the values from the Lead to the Deal to avoid inputting the same information twice. We will show you how to do that!

Copy values when converting a Lead to a Deal

Copying values when converting a Lead to a Deal is extremely simple. Follow these easy steps to get started:

First, you need to have the same properties on the Lead and Contact entity

• Go to Account and then click Properties
• Add missing Leads properties that you want to copy to the Contact entity. Ensure the Internal name is the same as the Lead entity. Otherwise, the value won’t be copied.

Once done, when you will convert a Lead to a Deal, the properties in the Lead matching the Contact’s internal name properties will be copied to the Deal. No more dual input!