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Introduction

 

Vtiger CRM helps you map custom fields of Deals to Projects. So when you convert a deal to a project,

• the CRM will consider the field mapping, and 
• transfers the field values in Deals to the selected target fields in Projects. 

Benefits of mapping:

• Your data is not lost.
• You can avoid manual entry of field values.

One View in Contacts One View in Deals One View in Organizations Configuration - Company Details Manage Projects with Gantt Chart