---
schema_version: "1"
id: ddb1f114017e892615edd6b70969218dc21ecb01a2a892144535904266be06ee
title: Configure Leads
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_configure_leads.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_leads.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 397aa4b6c78564fb8fbc2f0b71d6f97c8a66ffb2a508b43203f56240b5971b09
description: Configure leads by mapping custom lead fields and setting the default action for creating opportunities from leads.
products:
  - Nonprofit
release: "264"
---
# Configure Leads

Configure leads by mapping custom lead fields and setting the default action for creating opportunities from leads.

- **[Map Custom Lead Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_leads.htm&release=264.0.0&type=5)**  
    Before you convert Leads, understand how standard fields map to Contact, Account, and Opportunity fields.
- **[Set Your Default Action for Creating Opportunities](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_leads.htm&release=264.0.0&type=5)**  
    In NPSP, you can determine if Opportunities are created when you convert Leads. Before you decide, take a moment to reflect on your organization's processes and identify what type of prospect you're using Leads to capture.

## Map Custom Lead Fields

Before you convert Leads, understand how standard fields map to Contact, Account, and Opportunity fields.

For more information on mapping, see [Lead Conversion Field Mapping](https://help.salesforce.com/articleview?id=lead_conversion_mapping.htm&type=5).

You can also map custom Lead fields.

1. From Setup, click the **Object Manager** tab.
2. Click **Lead**.
3. Click **Fields & Relationships**.
4. Click **Map Lead Fields**.
5. Map fields to meet your organization's needs.

There are some limitations and best practices when mapping custom Lead fields. For more information, see [Guidelines for Mapping Custom Lead Fields for Lead Conversion](https://help.salesforce.com/articleview?id=customize_mapleads_guidelines.htm&type=5).

### Phone and Email Fields

It's important to understand the [Phone and Email Workflow Rules](https://help.salesforce.com/s/articleView?id=sfdo.npsp_phone_and_email_workflow_rules.htm&release=264.0.0&type=5 "This article provides more information about the phone and email workflow rules that come with the Nonprofit Success Pack.") before setting up Lead field mapping because you can't map from the standard Lead phone and email fields to the custom NPSP phone and email fields.

Let's look at an example.

To fill the Personal Email field on the Contact when converting a Lead, follow these steps:

Now when you convert a Lead, the standard mapping writes the Lead email field to the Contact email field and the workflow rule copies the email to the Personal Email field. Set up the same mapping for phone fields.

1. Enable the **Contact.EmailChanged\_Personal** workflow rule.
2. In **Map Lead Fields**, set **Preferred Email** under Lead Fields to Preferred Email under Contact Fields.
3. Click **Save**.

## Set Your Default Action for Creating Opportunities

In NPSP, you can determine if Opportunities are created when you convert Leads. Before you decide, take a moment to reflect on your organization's processes and identify what type of prospect you're using Leads to capture.

For example, if you're using Leads to find prospective donors, you likely want the Opportunity record created when you determine that the Lead will become a donor. On the contrary, if you're using Leads to find more volunteers, you may not want to create an Opportunity when you convert a Lead. [Read this article for more examples of why and how to use Leads](https://help.salesforce.com/s/articleView?id=sfdo.npsp_why_and_how_to_use_leads.htm&release=264.0.0&type=5 "Leads are more temporary than Contacts. Use Leads to record that someone may be interested in interacting with your organization. Once you're confident the person is going to donate, volunteer, or engage with your organization in some way, convert that Lead to a Contact or Account.").

It's important to understand this setting simply determines if the Do Not Create a New Opportunity upon Conversion checkbox is selected (or not) by default on the Lead Conversion page. So, if this setting is defaulted to create an Opportunity, but you come across a Lead that shouldn't have an Opportunity when converted, you can manually change that on the Lead conversion page.

By default, NPSP does NOT create an Opportunity when you convert a Lead. If you want to change that behavior:

1. On the NPSP Settings tab, click **People** | **Leads**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)
    
    Note If you don't see the **NPSP Settings** tab in your org, you can find it in the App Launcher.
2. Click **Edit** and select **Create Opportunity on Lead Convert**.
3. Click **Save.**