Source Field Conversion in Zendesk: Lead to Contact
Learn what happens to the source field when converting a lead to a contact in Zendesk and how to retain this information.
What happens to the source field when converting a lead to a contact in Zendesk?
When you convert a lead into a contact in Zendesk, the source field does not carry over. This means that you won't be able to view all contacts added by a specific user by default.
To work around this, you can create a custom field for leads to store the source field value. This custom field can then be set up to transfer to the contact upon conversion, allowing you to retain that information. For more details, you can refer to the original article.
More related questions
Can I track the source of contacts after converting leads in Zendesk?
By default, you cannot track the source of contacts after converting leads in Zendesk because the source field is not transferred. However, you can create a custom field for leads to store the source information. This custom field can be configured…
Is there a way to view contacts added by a specific user in Zendesk?
There is no default functionality in Zendesk to view contacts added by a specific user after converting leads. To achieve this, you can create a custom field for leads to store the source field value. This custom field can then be transferred to…
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