Lead Conversion Mappings
After you qualify a lead, you can convert the lead record to a GovWin Capture Management contact, customer, or opportunity. Your system administrator configures GovWin Capture Management to convert the lead fields.
The table shows how data from the lead record is mapped to the tabs and fields in the new contact, customer, or opportunity record.
| These Lead Info Center tabs and fields... | Map to these Info Center tabs... | ...and fields on each of these tabs. |
|---|---|---|
| General Tab | ||
| Prefix | Contacts | Prefix |
| First | Contacts | First |
| Middle | Contacts | Middle |
| Last | Contacts | Last |
| Suffix | Contacts | Suffix |
| Preferred | Contacts | Preferred |
| Title | Contacts | Title |
| Description | Opportunities | Name |
| Web Site | Customers | Website |
| Firm | Customers | Name |
| Email Address | Contacts | |
| Owner | None | |
| Source | Contacts | Source |
| Status | None | |
| Status Reason | None | |
| Type | Customers | Type |
| Rating | None | |
| Record Status |
Customers
Contacts Opportunities |
Status
Status Status |
| Address 1 | Contacts
Customers |
Customer Address 1
Address 1 |
| Address 2 | Contacts
Customers |
Customer Address 2
Address 2 |
| Address 3 | Contacts
Customers |
Customer Address 3
Address 3 |
| City | Contacts
Customers |
Customer City
City |
| State/Province | Contacts
Customers |
Customer State/Province
State/Province |
| Zip/Postcode | Contacts
Customers |
Customer Zip/Postcode
Zip/Postcode |
| Country | Contacts
Customers |
Customer Country
Country |
| Bus. Phone | Contacts
Customers |
Bus. Phone
Phone |
| Bus. Fax | Contacts
Customers |
Bus. Fax
Fax |
| Mobile | Contacts | Mobile |
| Home | Contacts | Home |
| Pager | Contacts | Pager |
| Activities Tab | ||
| Completed | Contacts
Customers |
Completed
Completed |
| Type | Contacts
Customers |
Type
Type |
| Start Date | Contacts
Customers |
Start Date
Start Date |
| Priority | Contacts
Customers |
Priority
Priority |
| Owner |
Contacts Customers |
Owner
Owner |
| Customer | Contacts
Customers |
Customer
Customer |
| Contact | Contacts
Customers |
Contact
Contact |
| Contact Bus. Phone | Contacts
Customers |
Contact Bus. Phone
Contact Bus. Phone |
| Opportunity | Contacts
Customers |
Opportunity
Opportunity |
| Contract | Contacts
Customers |
Contract
Contract |
| Marketing Campaigns | Contacts
Customers |
Marketing Campaigns
Marketing Campaigns |
| Location | Contacts
Customers |
Location
Location |
| Notes | Contacts
Customers |
Notes
Notes |
| Files Tab | ||
| Description | Contacts | Description |
| File Path | Contacts | File Path |
| Graphic | Contacts | Contacts |