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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
5 Dec, 2023 - Updated
10 months ago
Table of Contents
Introduction
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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.
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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:
- Sign in to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Go to the Marketing & Sales section.
- Click Deal to Project Mapping.
- Click the Edit icon on the right.
- Click the +Add Mapping button. Consequently, you will be adding a new set of fields (placeholders) to aid with the mapping of custom fields.
- Select the source field and map it to the target field accordingly.
- Click Save.
- Click Cancel if you want to discard the changes.
- Type PROCEED and click the Proceed button.
The fields will be mapped and added to the list of other fields.
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Modifying the Mapping
Vtiger CRM provides you the flexibility to modify a mapping that you have defined.
Follow these steps modify a mapping:
- Sign in to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Go to the Marketing & Sales section.
- Click Deal to Project Mapping.
- Click the Edit icon.
- Change the source and the target field accordingly.
- Click Save.
- Click Cancel if you want to discard the changes.
- Type PROCEED and click the Proceed button.
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