Mapping leads to opportunities

  1. Click <My Profile> | Administration | Customization | Primary Entities | Lead | Fields.
  2. Click Mappings. If you've already created mappings, they're displayed in a list. System mappings are not listed.
  3. Click New.
  4. Select the Lead Custom Field Name that you want to map from and the Mapped Opportunity Field that you want to map to. You can map only fields of the same type to one another. For example, character fields to character fields or integer fields to integer fields.
  5. Click Save. The mapping is displayed on the list of mappings. To change it, select the mapping hypertext link.
  6. Continue to create as many mappings as you require.
  7. To view the effect of the mappings you created, create a new lead and convert it to an opportunity.