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Convert lead to contact

lead convert contact convert lead to contact

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#1 danoshea

danoshea

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Posted 05 December 2018 - 06:46 PM

I attempted to convert a lead to a contact. I was notified of 6 errors because the fields did not exist in the Contacts module as they did in the Leads module.

 

I then created the field necessary in the Contacts module.

 

I converted a lead to a contact again and this time it was successful.

 

However, some data did not transfer such as phone number and email.

 

What could be the problem?



#2 jack

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Posted Yesterday, 09:44 AM

The issue has to do with field names. On the back end a field called "age" could be saved as "c_age" the "c_" denotes that this is a custom field that a user added. So if contacts came out of the box with an age field it would be saved as "age" in the sql data. If you added an "age" field to leads so that you could convert the contact to lead it would not work, since lead would have "c_age" and contact would have "age", and since "age" does not equal "c_age" the data does not get converted.







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