Not planned

Enable Bi-Directional Transfer of Custom Fields between Lead and Contact Objects

The standard Insightly functionality to map custom data fields between the Contact and Lead object should be enhanced. Custom field data currently transfers without issue from Contact records when they are promoted to a Lead. However, when converting a Lead back to a Contact, some of the custom field data (non-checkbox format fields) do not automatically populate/transfer back.

Insightly should enhance the functionality of the tool to enable seamless, bi-directional transfer of all standard and custom field data between the Contact and Lead objects. 



1 comment
  • Hey Jonathan,

    Great suggestion! To clarify, a Lead is generally converted into a Contact, not the other way around. While this functionality is not currently on our roadmap, suggestions such as this are where our team goes to find what direction to take the tool next!

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