Copying custom field values from leads to other records

Converting a lead will automatically create a contact, opportunity, and organization and copy information from the original lead to the new records. In the process, Insightly will transfer recognized fields like names and phone numbers to the new records.

To transfer your own custom fields, you'll need to map the fields you've created and duplicated in the different record types. This tells Insightly where to place custom field information when the new records are created.

To map a custom field from leads to other records:

  1. Make sure you have same the custom field with the same configuration for your leads and any records where you'd like to transfer information. The easiest way to do this is to duplicate the lead field.
  2. Make sure you have same the custom field with the same configuration for opportunities and projects. The easiest way to do this is to duplicate the opportunity field for your projects.
  3. Go to System Settings.
    Lead_conversion_8.png
  4. Search and select Lead Conversion in the left menu.
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  5. On the Lead Conversion Field Mapping page, you will see four columns: Lead Field, Opportunity Field, Contact Field, and Organization Field. In the Lead Field, locate the field that you would like to map to your opportunities, contacts, or organizations. 
    Lead_conversion_1.png
    If the field is greyed out, it is a default mapping field and cannot be changed.
  6. To map a lead field to an opportunity field, use the dropdown and select the opportunity field to match to. You can choose only one custom opportunity field for each lead field.
    Lead_conversion_5.png
  7. To map a contact field to a contact field, use the dropdown and select the contact field to match to. You can choose only one custom contact field for each lead field.
    Lead_conversion_6.png
  8. To map a lead field to an organization field, use the dropdown and select the organization field to match to. You can choose only one custom organization field for each lead field.
    Lead_conversion_7.png
  9. Select an option from the When Linking to an Existing Contact list. This indicates how to treat the field if you link to an existing contact instead of creating a new one when converting the lead.
    • Overwrite... will update the chosen contact's custom fields with the information from the lead.
    • Skip... will not update the chosen contact.
    Lead_conversion_2.png
  10. Select an option from the When Linking to an Existing Organization list. This indicates how to treat the field if you link to an existing contact instead of creating a new one when converting the lead.
    • Overwrite... will update the chosen organization's custom fields with the information from the lead.
    • Skip... will not update the chosen organization.
    Lead_conversion_3.png
  11. Click Save Field Mappings.
    Lead_conversion_4.png

When a lead is converted, its custom fields will now be copied to the fields you've selected.

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