Partner Lead Attributes in Opportunities
Leads can be converted to deal registrations which can then be converted to opportunities, or leads can be converted directly to opportunities.
Partners can use the Lead to Deal Registration Conversion feature on the Lead Deal Registrations subtab to convert a lead to a deal registration. When a lead is converted to a deal registration, the lead details and team members are copied to the deal registration, any associated deals are shown on the Lead Deal Registrations subtab, and the Lead is stamped on the deal registration.
When a registered lead is converted directly to an opportunity, lead attributes, such as sales account, products, revenue amount, primary partner contact, and registration type, are carried over to the newly created opportunity.
The following table lists the mapping of general lead attributes carried over into opportunities at the header (opportunity) level.
Lead Attribute |
Opportunity Attribute |
---|---|
Name |
Name |
Sales Account |
Sales Account |
Estimated Close Date |
Estimated Close Date |
Date Approved |
Creation Date |
Expiration Date |
Expiration Date |
Deal Approved By |
Owner |
Deal Approved By Resource Org |
Resource Org |
Budget Status |
Budget |
Budget Amount |
Budget Amount |
Currency Code |
Currency Code |
Partner |
Partner |
Partner Type |
Partner Type |
Partner Program |
Partner Program |
Owner |
Primary Partner Resource |
The following table lists the mapping of lead contacts attributes to opportunity contacts attributes.
Lead Attribute |
Opportunity Attribute |
---|---|
Contact |
Contact |
Contact Role |
Contact Role |
Primary |
Primary |
The following table lists the mapping of lead products attributes to opportunity revenue line attributes.
Lead Attribute |
Opportunity Attribute |
---|---|
Product |
Product |
Product Group |
Product Group |
Currency Code |
Currency Code |
Quantity |
Quantity |
Unit Price |
Unit Price |
Amount |
Revenue Amount |
Unit of Measure |
Unit of Measure |
Estimated Close Date (header) |
Close Date |