I’m trying to create a unique identifier to match deal and lead reports, and my plan was to use the Lead ID as the key. However, I’m having trouble figuring out how to get the Lead ID from the lead record into the deal record during the lead conversion process.
If I could populate the Lead ID in the lead record itself, I’d be able to map it during lead conversion. However, I’m unable to figure out how to display the Lead ID in the Leads module. I created a single-line field in the Leads layout called “Lead Record Number,” but I’m not sure how to populate this field with the actual Lead ID. Since I’m not a coder, I’m unsure how to achieve this.
Any guidance would be greatly appreciated!