Lead conversion to opportunity with company AND contact

Question

Hi Guys

I seems to loose the contact details when a lead with company and contact information is converted to an opportunity.

I get the option to create a new customer, but what's in the contact field is ignored apparently.
Is there a workflow to make sure that all data from the lead is converted into the CRM?

Thx

Jan

Ray Carnes (ray) · Accepted Answer

You don't specify which details
you are losing, or which version you are using.

In version 15:
This Lead record:

Generated this Customer (when selecting "Create a new Customer" on the Convert Wizard):

Check customizations or third-party Apps if this isn't working for you - there was no loss of information for me.  I checked Support tickets and I can find nothing related.

Jan Van Looy · Answer

Hi Ray.
I have been digging a little deeper and found that the company name in the lead was already the customer.
Changed it all back and now things are working a it should!
thanks for the check!
Jan

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