Custom Fileds not updated when Converting a Lead
Hello,
We are new to Zoho CRM, so forgive us if this has been answered. We created about 5 custom fields in our Leads and chose to duplicate those fileds in Prospects, Contacts and Accounts. However, when we Convert a lead into a prospect, those fields are not being carried over, they are all blank.
Is there a backend way to associate custom fields from one dataset to another? Why are these values being orphaned?
Thanks,
Rober