Lead Form - Additional Mapping(s)
complete
Dane Zahorsky
It would be super useful to be able to map fields we create in the lead form to custom fields we create in the sales pipeline to collect various things from potential clients and/or to more efficiently direct the subsequent information requests after a lead becomes a client. I imagine this could be done by opening up our ability to edit the answer part of the custom field request and using tokens to pull in the field names from the given form. I would assume if the field name on the form and the custom field were the same it should work fairly easily but I don't know what your backend looks like.
Barring this, at base, if at least one more field in the lead form could be mapped to 'notes' in the pipeline, it could act as a catchall that would have info show up on the first tab of an opportunity instead of needing to go to lead to see it.
Geoff Mina
complete
The latest upgrade to Custom Fields adds "Mapping Key" functionality to support this feature.
https://help.withmoxie.com/en/articles/8397153-custom-fields
Sez Gower
Being able to map custom fields would be BRILLIANT! For Australian businesses, I collect the ABN/ACN but there's no way to autopopulate that data in the proposal or contract right now.