How to control which field values get pushed to opportunities on Lead Qualification Process?

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Posted on by CRM Learner 88

So out of the box I see there is a Lead to Opportunity qualification process. If I wanted to either edit some of the fields that exist on the lead form or create new fields which would show up on the qualified opportunity, how would I do this?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

This is everything about mapping between lead and opportunity. Check this article - help.pardot.com/.../2132758-mapping-your-microsoft-dynamics-crm-lead-fields-to-contact-fields

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CRM Learner 88 on at

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Thanks. It says Leads to Contacts though, will it work for Lead to Opportunity too?

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PS 23,577 on at

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Here's a post to help you:

community.dynamics.com/.../566362

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a33ik 84,331 Most Valuable Professional on at

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Yes. It will work for opps too.

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