Hello. I have one question. On the old version of CRM when I convert leads it will automatically insert the mobile number to the account. But now I can only see the office phone. Even when I try to add it from the: (Studio>Accounts>Layouts>Edit View) I couldn’t find the mobile phone fild. Please help
When you convert a lead to an account or contact, if there exists a field with the exact same name and type in the lead and lets say account (or contact or opportunity) it will by default copy the info over.
If it’s not doing that then the fields don’t match. Mobile Phone does not → Office Phone. If you want parity between the two pick which one you’re using Mobile Phone → Mobile Phone and Office Phone - > Office Phone.
Of course you can rename them whatever you like in studio. (keep in mind it’s the field name that has to be the same not the field label).
Yes I understand what you say but is there a way that I can add mobile phone on the lead to appear on the account?
There is no mobile number on the account. It’s not a person. It typically just has a main number. You can create a custom field for mobile number but it won’t sync. Because on the lead mobile number is I think phone_mobile and if you create a custom in one in accounts it will be phone_mobile_c and not match.
You can always customize the code, but that’s complicated. You’d have to create an equivalency between the two in the conversion dialogue. Are you a developer?
The easiest way is to create a field in the lead like “Account Mobile Phone” and it will be something like account_mobile_phone_c and then in the account create a custom field exactly the same name and it will populate.
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