Qualified Lead pushes Contact into Potential Customer field of Opportunity (even when Customer field is populated)

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Posted on by Joe Woltering

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I thought I understood this process but either I don't or it has changed. When a Lead is qualified it takes the Full Name of the Lead record and creates a Contact. That part I understand.

My understanding however, was that the 'Customer' field in a Lead mapped to the Potential Customer field in the resulting Opportunity when the Lead is Qualified. This does not appear to be happening anymore. The newly created Contact is jammed into the Potential Customer field instead of mapping the Account I selected in the Lead and to add insult to injury, the Customer field in the Originating Lead is updated with the new Contact as well.

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RaviKashyap 55,410 on at

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RE: Qualified Lead pushes Contact into Potential Customer field of Opportunity (even when Customer field is populated)

Hi Jow,

Out ob box the process is same as you have described/ expecting. There must be some custom logic (workflow/ plugin) which runs on either qualify lead or create of opportunity which has changed these fields around.

Hope this helps.