Choose necessary Deal fields during bulk lead conversion in CRM

Module: Leads
Editions: Standard edition and above
DCs: All
Release plan: This enhancement has been rolled out to all users in AU, JP, and CN DCs for all supported editions. Soon, it will be released for all users in other DCs as well.
[Updated on 26 July 2024] It has been rolled out to all users in EU DC for all supported editions.

Help document: Mass conversion of leads

Hello everyone,

A quick update.

Mass conversion is possible in the Leads module by selecting multiple records from the list view.

Previously, you were restricted to a predetermined set of fields from the standard deal layout during mass conversion. You were unable to provide input for necessary fields and sometimes ended up providing input for unnecessary ones. As a result, you had to perform additional field updates after conversion.

With this enhancement, you can choose and fill only the essential fields from any deal module layout during mass conversion. This lets you conveniently update fields based on your preference. Fields that are not selected here will be populated based on lead conversion mapping.

Thanks and do let us know your feedback in the comments section!

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