Mapping leads to companies and people
To map a field from Lead to Company, name the lead table field lead_companyXXXX and the company table field comp_XXXX. The field types don't have to be the same. This applies when you are transferring fields from the Lead Company Details area to the company.
However, when mapping from Lead to Person, you must use the following hardcoded values.
- lead_personlastname
- lead_personfirstname
- lead_persontitle
- lead_personsalutation
The same is true for address information:
- lead_companyaddress1
- lead_companyaddress2
- lead_companyaddress3
- lead_companyaddress4
- lead_companycity
- lead_companystate
- lead_companycountry
- lead_companypostcode
These fields get mapped to the address for the company.
The phone, alternative phone, and email fields are all set to map to the standard phone, alternative phone, and email fields. Only hardcoded values can be used for these fields.
Finally, for all of the above to work, the field you are transferring must be on the Entry Screen for both the lead and, for example, the company. For example, to transfer data from lead_companyXXXX to comp_XXXX, comp_XXXX must be on the company entry screen and the lead screen. If you leave it off the company entry screen, you do not get the comp_XXXX data transferred.
To map a field from the Lead to the Company:
- Look up a field on the company table, which is not currently mapped to the lead. For example, the new field comp_relationship. For more information, see Creating a field.
- Make a note of the field name. For example, comp_relationship.
- Click <My Profile> | Administration | Customization | Primary Entities | Lead | Fields.
- Add a new field called lead_companyrelationship. You should enable the mapping to the company field by selecting comp_relationship as the Lookup Family.
- Click <My Profile> | Administration | Customization | Primary Entities | Lead | Screens.
- Click Lead Company Screen and add the new field to the screen.
- Click <My Profile> | Administration | Customization | Primary Entities | Company | Screens.
- Click Company Entry Screen and add the new field to the screen.
- Create a new Lead record and match it to a new Company. The new field and the field selection are carried over to the Company page.
