Lead Conversion Field Mapping

When you use the Lead Conversion feature, NetSuite maps information from the lead record to the resulting prospect, contact, and opportunity records.

In the following table, the first column lists the fields on the Standard Lead Form. The other columns show the corresponding fields on the prospect, contact, and opportunity records. NetSuite doesn't transfer fields on the lead record to the task record. For example, Company Name on a lead record becomes Company Name on the prospect and Company on an opportunity.

Before Conversion	After Conversion
ID	Does not transfer	—	—
Mr./Ms.	—	Mr./Ms.	—
Name	—	Name	—
Status	Does not transfer	—	—
Address 1	—	Address 1	—
Address 2	—	Address 2	—
City	—	City	—
State	—	State	—
Country	—	Country	—
Zip	—	Zip	—
Company Name	Company Name	—	Company
Phone	Phone*	Phone	—
Email	Email	Email	—
Fax	Fax*	Fax	—
Alt. Phone	Alt. Phone*	Alt. Phone	—
Home Phone	—	Home Phone	—
Mobile Phone	—	Mobile Phone	—
Alt. Email	Alt. Email	Alt. Email	—
Job Title	—	Job Title	—
Web Address	Web Address*	—	—
Sales Rep	Sales Rep**	—	Sales Rep
Territory	Territory*	—	—
Lead Source	Lead Source*	Lead Source	Lead Source
Lead Role	Lead Role	—	—
Partner	Partner*	—	—
Campaign Category	Campaign Category*	Campaign Category	Campaign Category
Subscription Status	—	Subscription Status	—
Comments	Comments*	Comments	—
Estimated Budget	Estimated Budget***	—	Estimated Budget***
Budget Approved	Budget Approved***	—	Budget Approved***
Sales Readiness	Sales Readiness***	—	Sales Readiness***
Buying Time Frame	Buying Time Frame***	—	Buying Time Frame***
Buying Reason	Buying Reason***	—	Buying Reason***

Before Conversion

After Conversion

Lead

Prospect

Contact

Opportunity

Does not transfer

—

Mr./Ms.

—

Mr./Ms.

—

Name

—

Name

—

Status

Does not transfer

—

Address 1

—

Address 1

—

Address 2

—

Address 2

—

City

—

City

—

State

—

State

—

Country

—

Country

—

Zip

—

Zip

—

Company Name

—

Company

Phone

Phone*

Phone

—

Fax

Fax*

Fax

—

Alt. Phone

Alt. Phone*

Alt. Phone

—

Home Phone

—

Home Phone

—

Mobile Phone

—

Mobile Phone

—

Alt. Email

—

Job Title

—

Job Title

—

Web Address

Web Address*

—

Sales Rep

Sales Rep**

—

Sales Rep

Territory

Territory*

—

Lead Source

Lead Source*

Lead Source

Lead Role

—

Partner

Partner*

—

Campaign Category

Campaign Category*

Campaign Category

Subscription Status

—

Subscription Status

—

Comments

Comments*

Comments

—

Estimated Budget

Estimated Budget***

—

Estimated Budget***

Budget Approved

Budget Approved***

—

Budget Approved***

Sales Readiness

Sales Readiness***

—

Sales Readiness***

Buying Time Frame

Buying Time Frame***

—

Buying Time Frame***

Buying Reason

Buying Reason***

—

Buying Reason***

* NetSuite transfers data from these fields only when you create a new prospect on the Lead Conversion page, not when you use an existing prospect.

** The sales representative transfers to the prospect record only if you select the value on the Lead Conversion page.

*** NetSuite transfers data from these fields according to the following rules:

You create an opportunity as part of lead conversion. These fields are transferred to the opportunity record.
You don't create an opportunity, but you create a new prospect as part of conversion. These fields are transferred to the prospect record.
You don't create an opportunity, but you attach the lead to an existing prospect. These fields are transferred to the prospect record only if the field on the prospect record has no data.

If you use the Multiple Currencies feature and attach a lead to an existing customer record, the list of transaction currencies are combined. The primary currency of the existing customer is maintained. For more information, see Customers and Multiple Currencies.

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