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Marketing and Sales - Deal to Project Mapping

This article will help you map your Deal's fields to Project's fields. Confused? Read the article...
R
Rashmi Kashyap
13 Oct, 2020 - Updated 1 year ago
Table of Contents

Introduction

Are you worried about losing your data while converting a deal to a project?

Please don’t. We got you! :)

 

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.


Default Mapping

To take some burden off your shoulders, CRM maps the following fields in Deals automatically to Project’s fields by default. 

 

Field Label

Field Type

Mapping with Other Modules

Deals

Type

Projects

Deal Name

String

Project Name

Description

richtext

Description

Organization Name

reference

Related To

Expected Close Date

Date

Target End Date

 

Note: You cannot modify or delete the fields that are added by default in the CRM.


Custom Mapping

You are now aware that a set of fields are mapped by default in the CRM. If you wish to map other fields of your choice, continue reading this section.

Follow these steps to do a custom mapping:

  1. Sign in to your account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click the Settings button.
  4. Go to the Marketing & Sales section.
  5. Click Deal to Project Mapping.
  6. Click the Edit icon on the right.
  7. Click the +Add Mapping button. Consequently, you will be adding a ​new set of fields (placeholders) to aid with the mapping of custom fields.
  8. Select the source field and map it to the target field accordingly.
  9. Click Save.
    • Click Cancel if you want to discard the changes.
  10. Type PROCEED and click the Proceed button.

The fields will be mapped and added to the list of other fields.

 

Note

  • You can delete a mapping by clicking the Delete icon under the Actions column.
  • You cannot add a source field in Deals if it does not have an equivalent target field in Projects.
  • You cannot map auto-generated fields like Created Time, Modified Time, etc.


Modifying the Mapping

Vtiger CRM provides you the flexibility to modify a mapping that you have defined. 

Follow these steps modify a mapping:

  1. Sign in to your account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click the Settings button.
  4. Go to the Marketing & Sales section.
  5. Click Deal to Project Mapping.
  6. Click the Edit icon.
  7. Change the source and the target field accordingly.
  8. Click Save.
    • Click Cancel if you want to discard the changes.
  9. Type PROCEED and click the Proceed button.
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