Contents
1. Before You Start
2. Open the Leads Layout Editor
3. Create the Custom Field with Auto-Mapping
4. Confirm the Auto-Create
5. Verify the Result
6. Frequently Asked Questions
1. Before You Start
You will need:
Admin access to CRM Settings
The Leads module selected in Module Layouts & Fields
Access requirements: This option is only available to users with admin access to Module Management settings. If you do not see the Settings menu or the Module Layouts & Fields option, contact your CRM administrator.
If the "Auto-create and map field in Accounts" checkbox is not visible when adding a Leads field, make sure you are in add mode (not editing an existing field) and that the Leads module is selected in the Layout Editor.
2. Open the Leads Layout Editor
From the CRM, navigate to Settings → Module Management → Module Layouts & Fields. In the Select Module dropdown at the top of the page, choose Leads.
The page displays all layout blocks for the Leads module. Each block has an + Add Custom Field button in its header. Click the one in the block where you want the new field to appear.
3. Create the Custom Field with Auto-Mapping
The Create Custom Field panel opens on the right side of the screen. Fill in the field properties as usual:
Field | Description | Example |
Label Name | The display label for the field on Leads records | Referral Source Detail |
Field column length | Column span in the record layout ( 1 = half-width, 2 = full-width) | 1 |
Length | Maximum character length for text fields | 255 |
Field Type | The data type for the field | Text |
Scroll to the bottom of the panel to find the auto-mapping option:
Check the Auto-create and map field in Accounts box, then click Save.
Tip: This checkbox only appears when adding a new field to the Leads module. It is not shown when editing an existing field or when any other module is selected.
4. Confirm the Auto-Create
After the Lead field is saved, a confirmation prompt appears:
The prompt shows the field name and asks whether to also create it in Accounts and add the Lead Conversion mapping. Click Yes to proceed.
Button | What it does |
Yes | Creates the matching field in Accounts and adds the Lead Conversion Data Mapping entry |
No | Skips the auto-create; only the Leads field is kept |
A success notification confirms that the field was created in Accounts and the mapping was added.
5. Verify the Result
To confirm the mapping was created, navigate to Settings → Data Mapping → Lead Conversion Data Mapping. The new field appears in the list with the same label in both the Leads and Accounts columns:
The new field is immediately active and visible on Accounts record detail and edit views — no additional activation step is required.
Tip: The mapping row is editable. If you need to adjust which module columns are linked (for example, to also map to Intake Opportunities), open the mapping row and update it from the Lead Conversion Data Mapping page.
6. Frequently Asked Questions
Q: Can I use this option when editing an existing Leads field? No. The checkbox only appears when adding a new field. To map an existing field, use the Lead Conversion Data Mapping page directly (Settings → Data Mapping → Lead Conversion Data Mapping).
Q: What field types support auto-create? All standard field types are supported except OptionWithDetail. If you select OptionWithDetail, the checkbox will not appear. Create and map that field type manually.
Q: What happens if a field with the same label already exists in Accounts? The system will display an error after the Lead field is saved. The Lead field will already have been created, but you will need to add the mapping manually from the Lead Conversion Data Mapping page.
Q: Does the auto-created field in Accounts need to be activated separately? No. The field is immediately active and visible on Accounts records as soon as it is created — there is no hidden-fields activation step.
Q: What happens to the mapping if I later delete the Leads field? The mapping entry is removed automatically. If you delete the Accounts field instead, the mapping entry is updated to remove the Accounts link, but the Leads field and its mapping row remain.
Q: Can I create multiple fields at once and use auto-create for each? The auto-create option only fires when a single field is saved at a time. If you use the Create Multiple Fields toggle at the top of the form, the auto-create step is skipped for that batch.
Q: Is this available on all instances and brands (InsightsTx and AllevaCRM)? Yes. The feature is available on all instances and both brands with no additional configuration.
Need Help?
If you run into issues:
1. Check the Lead Conversion Data Mapping page (Settings → Data Mapping → Lead Conversion Data Mapping) to see whether the mapping row was created.
2. Verify the field appears in the Accounts module layout (Settings → Module Management → Module Layouts & Fields → Accounts).
3. Contact Dazos support with a description of the issue and reference CRM-2859.