Lead Conversion Mappings
After you qualify a lead, you can convert the lead record to a Vision contact, client, or opportunity. Your system administrator configures Vision 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, client, 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 | Clients | Website |
| Firm | Clients | Name |
| Email Address | Contacts | |
| Owner | None | |
| Source | Contacts | Source |
| Status | None | |
| Status Reason | None | |
| Type | Clients | Type |
| Rating | None | |
| Record Status |
Clients Contacts Opportunities |
Status Status Status |
| Address 1 |
Contacts Clients |
Client Address 1 Address 1 |
| Address 2 |
Contacts Clients |
Client Address 2 Address 2 |
| Address 3 |
Contacts Clients |
Client Address 3 Address 3 |
| City |
Contacts Clients |
Client City City |
| State/Province |
Contacts Clients |
Client State/Province State/Province |
| Zip/Postcode |
Contacts Clients |
Client Zip/Postcode Zip/Postcode |
| Country |
Contacts Clients |
Client Country Country |
| Bus. Phone |
Contacts Clients |
Bus. Phone Phone |
| Bus. Fax |
Contacts Clients |
Bus. Fax Fax |
| Mobile | Contacts | Mobile |
| Home | Contacts | Home |
| Pager | Contacts | Pager |
|
Activities Tab |
||
| Completed |
Contacts Clients |
Completed Completed |
| Type |
Contacts Clients |
Type Type |
| Start Date |
Contacts Clients |
Start Date Start Date |
| Priority |
Contacts Clients |
Priority Priority |
| Owner |
Contacts Clients |
Owner Owner |
| Client |
Contacts Clients |
Client Client |
| Contact |
Contacts Clients |
Contact Contact |
| Contact Bus. Phone |
Contacts Clients |
Contact Bus. Phone Contact Bus. Phone |
| Opportunity |
Contacts Clients |
Opportunity Opportunity |
| Project |
Contacts Clients |
Project Project |
| Marketing Campaigns |
Contacts Clients |
Marketing Campaigns Marketing Campaigns |
| Location |
Contacts Clients |
Location Location |
| Notes |
Contacts Clients |
Notes Notes |
|
Files Tab |
||
| Description | Contacts | Description |
| File Path | Contacts | File Path |
| Graphic | Contacts | Contacts |