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Microsoft Dynamics CRM (Archived)

Birth Month doesn't transfer when Lead is Qualified

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When Qualifying a Lead and the information transfers to Contacts the Birth Month doesn't transfer. How do I fix that?

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  • ScottDurow Profile Picture
    21 on at

    Hi,

    Since the field is a custom field you will need to create a mapping in the relationship between lead and contact.

    See www.pardot.com/.../mapping-your-mscrm-lead-fields-to-contact-fields

    Hope this helps

  • Suggested answer
    Abed Haniyah Profile Picture
    4,287 on at

    Dear Jcrowner,

    You can add new data mapping for Birth Month field from a Lead to a Contact record.

    Please refer to : organonconsulting.com.au/.../mapping-your-microsoft-dynamics-crm-lead-fields-to-account-and-contact-fields

    Hope this helps!

    Regards,

    Abed.

  • Community Member Profile Picture
    on at

    Scott, Thank you for the help. We will give it a try to see if this fixes the problem. I have passed this on to the system administrator. I will post the results but it may be awhile before I get an answer.

    Judy Crowner

  • Community Member Profile Picture
    on at

    Abed, Thank you for the help too. We will give it a try to see if either suggestions fixes the problem. I have passed your suggestion along with Scott's on to the system administrator. I will post the results but it may be awhile before I get an answer.

    Judy Crowner

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