Our SDRs do research on a prospect and gather information. They updated fields on the Leads. When a lead is qualified and it becomes a Deal, we want/need these fields to copy over to the Deal, but there doesn’t seem to be an option to do so. Is there a way, like some sort of a mapping, to copy values from the Lead to the Deal when it is being created? This would be greatly beneficial and prevent a bunch of copying and pasting from happening, or having to create some sort of work around to get it to work.
Copy Lead Fields to Deal When Converted
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