NPSP How-To Series: Convert a Lead (2:19)

Custom NPSP Fields
  • Preferred Phone
  • Preferred Email
Company (required) should be one of:
    Self
    Individual
    Contacts Full Name
Conversion Options
  • Choose to change record owner
  • Create new or merge with existing contact
Account only shows the lead have an actual company listed
Give the option to Use the company account or Create a household account ( Household Model)
Affiliation Account is used to connect the contact to a company
If you are tracking a donation with the contact:
    Uncheck the “Do no create a new Opportunity upon conversion” and give the opportunity an name
Set the Opportunity Account:
For personal donation- select Contact Account
For a company donation – select Affiliated Account
Set the status. Closed – Converted