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Christian23
January 16, 2024
Question

Convert Leads with Lead Source Info to contact/company....

  • January 16, 2024
  • 3 replies
  • 153 views

With converting a Lead with the out of the box field "LeadSource" this information gets lost. But for reporting this information is important. 

Is there an idea to convert this information also for next steps?

    3 replies

    Dane13
    Dane13Employee
    Employee
    January 17, 2024
    Are you pertaining to a custom field? Can you provide the type of custom field you are using? In addition, for this specific kind of concern, you can also contact our Support directly.
    Christian23Author
    January 18, 2024

    I dont refer to a custom field, there is an out of the box field with Lead Source! but after converting lead to contact this source get lost. 

    Dane13
    Dane13Employee
    Employee
    January 20, 2024
    Hi Christian, 
     
    Please contact our support directly and provide the necessary screenshots so that we can check it further.
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