Organization not transferring when moving from lead to deal

Dan Deibert
Dan Deibert Member Posts: 8 VERIFIED MEMBER
Second Anniversary Name Dropper First Comment Photogenic
edited April 16 in Sales CRM #1

Hi. This seems like a newer issue that I'm having and I'm wondering if anyone could give an idea or two on where I could look to fix this.

When a lead is created, I also create an organization and person. No issues. They all show in the proper place. However, when I attempt to change a lead into a deal, the organization field does not transfer. It's clearly attached to the lead, but when I try to "convert to deal", the organization is not showing up. All other custom fields are loading correctly.

Any thoughts on what the issue might be?

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Answers

  • Michael Tomar
    Michael Tomar Member Posts: 24 VERIFIED MEMBER
    Second Anniversary 10 Comments Photogenic
    #2

    When moving a lead to a deal in Pipedrive, the associated organization should transfer automatically. If it's not, here are a few things to check:​

    Lead Ownership: Ensure the user converting the lead has permission to view and edit the organization's details.​

    Organization Field Visibility: Verify that the organization field is visible and not hidden in the deal's layout.​

    Custom Fields: If using custom fields, confirm they are properly mapped and visible during the conversion process.

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