Associating a member lead custom field with a membership custom field

  1. Select Settings > Memberships > Associate Lead/Membership Custom Fields. The Associate Lead/Membership Custom Fields page is displayed.
  2. Select a membership custom field to associate with a member lead custom field.
    Note: 
    • The value specified in a member lead custom field is defaulted in the associated membership custom field when the member lead is converted to a membership.
    • You can associate a member lead custom field with a membership custom field, only if the field type of the custom fields is same.
    • To view the associated custom fields on the Member Lead details and Memberships details page, you must add the custom fields to page layouts.
  3. Click Save.