Organization not transferring when moving from lead to deal





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?
Answers
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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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