FAQs in this section
What are the benefits of mapping the fields of a Deal to a Project?
I can see a few fields that are already mapped by default. Why is that?
Can I delete the fields that are mapped by default in the CRM?
How do I add a mapping?
Can I add any field from Deals as a part of field mapping?
How do I modify a field mapping?
Can I delete a Deals to Project mapping?
How do I add a custom mapping?
How do I modify a mapping?
I am afraid that I will lose my data if I convert a Deal to a Project. What should I do?
Table of Contents
The best way to save your data during conversion is through field mapping.
Vtiger CRM helps you map custom fields of Deals to Projects. So when you convert a deal to a project,
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.
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