Hi,

I seem to be missing something here while customising the CRM. I am trying to sort out the Lead > Contact > Account process, (aka simply converting a lead into Contact & Account).

In the Leads module, I've customised the standard layout exactly as needed including custom values in the pick lists for 'Industry' and 'Lead Source'.

Is there any way to copy the layout from Leads to Contacts?

If I have to recreate the layout in Contacts, manually; then the entries in the picklists for the same named fields are not the same, suggesting I need to recreate them in each module. This is a problem as we need an authoritative list of values for each picklist that does not change between modules. If editing either of those lists is necessary, the risk of mismatching available values is high (if we need to edit them in 3 places each time).

This doesn't seem to make sense to me.

What am I missing?

Kind Regards,

Jamie.