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



Posted Jan 16, 2024

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?


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Dane

Zendesk Engineering

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.

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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. 

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image avatar

Dane

Zendesk Engineering

Hi Christian, 
 
Please contact our support directly and provide the necessary screenshots so that we can check it further.

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