Lead Custom Fields Visibility in Accounts and Opportunities.

[Jakub]

Hey Everybody ! It is my first post here, as I'm just Starting using / implementing SalesForce in my organization.

My name is Jakub and I'm a Polish guy working in New Delhi / India.


I was looking here in forum and also in trainings but I could not find an answer to my question.

 I would like to have data which is entered in Custom Fields in every lead visible also after conversion in Accounts / opportunities.
Right now I cant see those fields after conversion.

Thanks in an advance !!!

Best Regards !
Jakub

[Lori_]

You have to have the custom Lead fields created under the Account object.

Once that's done, go back in the Lead object.  In the "Lead Custom Fields & Relationships" section, click the "Map Lead Fields" to cross-reference the Lead fields to the Account fields.

Good luck.