Converting Custom Lead Fields to Opportunity

SuiteCRM Forum - English Language SuiteCRM General Discussion
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Folks,

 Still pretty new, but well in the middle of it. I am using the latest version of SuiteCRM with Enhanced SuiteSecurity. I have built a custom lead layout with multiple custom fields. How do I bring over those fields to the oppourtunity record when the lead is converted? Do I need to create the same fields on the opportunity record and relate them somehow? I'm sure there is something easy I am missing. Any info is greatly appreciated!
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I haven’t tried it but I think that you just need to create a custom field in opportunities with the same field name

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Hi,

Yeah that is correct, if the fields use the same name then they should map across and the values should remain persistent, unless you have set them up to change.

Depending on how you would like to use it, you could also add the fields into the Person object, if in the future you would like to create a new module which extends person, it would also have them, but thats just a side note :slight_smile:

Thanks!

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That is perfect! Thanks guys!

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