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