A client asked: We have custom fields on our quote form for club memberships. When we convert a quote to an order, the club ID does not come over. What can we do?
To push custom fields from Lead to Account or Quote to Order, you
need to adjust the mapping between the two entities:
* Select Settings
> Select Customization
* Select Quote > Select Relationships >
Select Quote to Order
* Select Mappings > Click New > Add a mapping
between the custom fields (in this case, new_club to new_club)
* Save the
changes > Publish Customizations
Now when you enter a club ID in the
Quote, activate the quote and convert it to an Order, the club ID entered in the
Quote will appear in the order.