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Prospect Field Conversion Mapping
To ensure accurate data transfer, see how the prospect’s fields map to the fields in the Lead, Contact, or Account on conversion.
| Prospect Field | Description | Maps to |
|---|---|---|
| Annual Revenue | The prospect company's yearly revenue. | Lead: Annual Revenue Contact: N/A Account: Annual Revenue |
| City | City that’s included in the prospect’s address. Up to 40 characters allowed. | Lead: City Contact: Mailing City Account: Billing City |
| Company | The prospect’s company name Up to 255 characters allowed. | Lead: Company Contact: Account Name Account: Account Name |
| Country | Country that’s included in the prospect’s address. Entry is selected from a picklist of standard values or entered as text. Up to 80 characters allowed. | Lead: Country Contact: Mailing Country Account: Mailing Country |
| Created By | The user who created the prospect record. | - |
| Description | Description of the prospect. Up to 32 KB of data is allowed. Only the first 255 characters appear in reports. | Lead: Description Contact: Description Account: N/A |
| The prospect’s email address. Up to 80 characters allowed. | Lead: Email Contact: Email Account: N/A |
|
| First Name | The prospect’s first name. Up to 40 characters allowed. | Lead: First Name Contact: First Name Account: N/A |
| Gender | The prospect’s self-identified experience of their gender, which does or doesn’t correspond to the prospect’s designated sex at birth. | Lead: Gender Contact: Gender Account: N/A |
| Industry | Primary business of the prospect’s company. Entry is selected from a picklist of available values, which are set by an admin. Up to 40 characters allowed. | Lead: Industry Contact: N/A Account: Industry |
| Last Name | The prospect’s last name. Up to 80 characters allowed. | Lead: Last Name Contact: Last Name Account: N/A |
| Lead Source | Source of lead, for example, Advertisement, Partner, or Web. Entry is selected from a picklist of available values, which are set by an admin. Up to 40 characters allowed. | Lead: Lead Source Contact: Lead Source Account: N/A |
| Modified By | The user who last changed the prospect fields, including the modification date and time. | - |
| Name | The combined first and last name of prospect, as displayed on prospect's detail page. | Lead: Name Contact: Name Account: N/A |
| No. of Employees | The number of employees at the prospect’s company. | Lead: No. of Employees Contact: NA Account: No. of Employees |
| Phone | The prospect’s primary phone number. Up to 40 characters allowed. | Lead: Phone Contact: Phone Account: Phone |
| Prospect Currency | The prospect’s preferred currency. | Lead: Lead Currency Contact: Contact Currency Account: Account Currency |
| Prospect Record Name | The unique ID for each prospect record. | - |
| Prospect Status | The business lifecycle stage that best describes the prospect’s journey. | - |
| Salutation | The prospect’s preferred title. For example, Mr., Ms., Dr., or Prof. Entry is selected from a picklist of available values, which are set by an admin. Up to 40 characters allowed. | Lead: Salutation Contact: Salutation Account: N/A |
| State/Province | State or province that’s included in the prospect’s address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters allowed. | Lead: State/ Province Contact: Mailing State/ Province Account: Billing State/Province |
| Title | The prospect’s business title. Up to 128 characters are allowed. When converting a Prospect to a lead or contact, the conversion fails if the lead's Title field contains more than 80 characters. | Lead: Title Contact: Title Account: N/A |
| Zip/Postal Code | ZIP code or postal code that’s included in the prospect’s address. Up to 20 characters allowed. | Lead: Zip/Postal Code Contact: Mailing Zip/Postal Code Account: Billing Zip/Postal Code |
