To capture custom lead data on a converted contact, what should the administrator do?

To effectively capture custom lead data on a converted contact, mapping custom lead fields to custom contact fields is essential. This process ensures that when a lead is converted into a contact, the specific custom information that was collected on the lead is seamlessly transferred and preserved within the contact record.

Mapping custom lead fields to custom contact fields allows for the retention of unique data points that might be crucial for tracking interactions and preferences that are specific to that lead. This way, the organization's ability to manage and analyze its contacts remains robust, as all relevant data points that were gathered during the lead phase are not lost during conversion. Properly setting up these mappings is vital for maintaining data integrity and providing personalized experiences for future interactions with the contact.

Using the lead conversion wizard or other data management tools may not adequately capture the nuances of custom data fields, hence the importance of establishing a precise mapping strategy for both custom fields. This ultimately enhances the effectiveness of customer relationship management and data-driven decision-making within the organization.