Before You Begin
You will need:
Admin access to CRM Settings and Module Management
Understanding of which destination modules you want to add fields to
Knowledge that only mandatory fields will appear in the Convert Lead modal
Steps
1. Create Fields on Destination Modules
First, create the desired fields on the destination modules where you want them to appear (Account, Intake Opportunity, and/or Instant VOB:
Navigate to Settings → CRM Settings → Module Management → Module Layouts & Fields
Select the destination module (Account, Intake Opportunity, or Instant VOB)
Create your custom fields (e.g., Date of Birth, State, Treatment Location)
Add the necessary details, such as field type, Label Name
2. Set Fields as Mandatory
Critical Step: Only fields marked as 'Mandatory' on the destination modules will appear in the Convert Lead modal.
In the same Module Layouts & Fields section
Edit each field you want to appear in the Convert Lead modal
Check the "Mandatory" checkbox for each field
Save the changes
3. Map Lead Fields to Destination Fields
Configure the field mapping so Lead data populates the destination fields:
Go to Settings → CRM Settings → Data Mapping → Lead Conversion Data Mapping
Map each Lead field to its corresponding destination field
Save the mapping configuration
Verification / Expected Result
After completing these steps:
The additional fields will appear in the appropriate sections of the Convert Lead modal
Lead data will automatically populate the mapped destination fields during conversion
Only the fields you marked as mandatory will be visible in the modal
Troubleshooting / Common Errors
Fields not appearing in the Convert Lead modal:
Verify the field is marked as "Mandatory" on the destination module
Confirm you're looking in the correct section of the modal
Check that the field mapping is configured properly
Conversion fails:
This can happen if a destination field is required, but the Lead field is empty
Ensure Lead records have data for all mandatory destination fields before converting
⚠️ Warning: If a destination field is required and the Lead field is empty, the conversion process may fail.
Make sure Lead records contain the necessary data before attempting conversion.