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 |