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How do I configure the Lead Conversion process to specify default Opportunity field values?

Knowledge Article Number 000003628
Description

How do I configure the Lead Conversion process to specify default Opportunity field values?

Resolution

This example is to automatically modify the Opportunity to have default field values during the Lead Conversion process. In this case the converted Lead would automatically have a default Opportunity Stage set.

  1. Create custom checkbox field on Leads, make the default "checked"
  2. Create custom checkbox field on Opportunity "Created from Lead"
  3. Go to Leads / Fields / Map Lead Fields and map these 2 fields to one another
  4. Optional: you can make these fields "Read Only" or remove them from Page Layouts altogether
  5. The result will be that during conversion it will map over to identify the Opportunity as coming from Lead Conversion.
  6. Create a new Workflow Rule and Field Update on Opportunities
    1. Workflow Rule Criteria: (use appropriate Record Type, if applicable)  and Opportunity: "Created from Lead" equals True
    2. Field Update Name: Default Stage for Opportunities during Lead Conversion; Field to Update = Stage; Specify new Stage Value for Default
Note: The mapping for standard fields is not customizable, and is described in the documentation here. Also due to workflow being involved in the resolution here, it will work only for new Opportunities created and not on existing Opportunities.

On lead conversion Opportunity stage by default is the one on top of the picklist "Stage" in Opportunity. To change the default value
  • click Setup | Customize | Opportunity | Fields
  • click stage
  • click on reorder button
  • set the value desired as default on top of the list




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