Automatically have Topic or Name of Opportunity populate on Lead Qualification?

(0) Share

Report

Posted on by CRM Learner 88

So when qualifying a Lead into an Opportunity, there is a Topic field on the opportunity that is blank and requires being manually entered. Is there a way to have this auto populate somehow on lead qualification so that it doesn't have to manually be entered in each time?

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (2)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Hello,

You can map this field in opportunity to some field in lead and it will be automatically taken from lead to opportunity during qualification.

Was this reply helpful? Yes No
CRM Learner 88 on at

Like (0)

Report

That would be great! I haven't mapped a field before, if you could tell me the steps I'd be super appreciative!

Was this reply helpful? Yes No
Verified answer

PS 23,577 on at

Like (0)

Report

Out of the box, your lead topic is mapped to Opportunity topic. Are you not filling lead topic before qualifying? Check it, if its alright then try the following:

Here's how we can map a field:

Go to settings>>customization>>customize the system>>leads>>1:N relationship>>Opportunity originating lead>>Mappings>>New>>Select fields on both sides and click oK>>save & close everything and Publish all

Was this reply helpful? Yes No
Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (0)

Report

Hello,

help.pardot.com/.../2132758-mapping-your-microsoft-dynamics-crm-lead-fields-to-contact-fields

Was this reply helpful? Yes No