Ursa Major Solar (UMS) is configuring the lead conversion process. Which two factors should UMS consider before setting up the process?

In the lead conversion process, it is essential to understand how standard fields operate during this transition. When a lead is converted, the system automatically translates standard lead fields into the corresponding fields for accounts, contacts, and opportunities, ensuring a seamless flow of information. This automation eliminates the need for manual mapping of these standard fields, which is a significant advantage for organizations looking to streamline their sales processes and maintain data integrity.

The automatic mapping of standard lead fields ensures that crucial information from leads is consistently captured in the appropriate entities, reflecting the structure of the sales workflow. This helps in maintaining a cohesive customer relationship management (CRM) environment where visibility and traceability of interactions can be preserved throughout the sales cycle.

Choosing this option emphasizes the efficiency and reliability of the conversion process, which is critical for businesses to track their leads effectively and manage customer relationships.