Original Post: Add Custom Fields to the D365 Sales Lead Qualification Process
Efficient lead management is key to a smooth sales process. This article explains how to automatically create contacts and accounts from qualified leads, including how to map custom fields to suit your needs. Follow these steps to streamline your CRM workflow.
When a lead is qualified, a contact and account are automatically created. The company details and contact information entered are transferred to the account. You can create a custom field to add to the contact or account creation. The mapping can be changed in the following location: Advanced Settings -> Customizations -> Customize the System
Entities -> Lead -> 1:n Relationships:
Inside this there are the 'account_originating_lead' and the 'contact_originating_lead', where the mapping is located.
Here you can map your custom field to any other existing field:
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I hope these instructions have helped some of you.
