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 can I add a mapping?
Can I add any field from Deals as a part of field mapping?
How can I modify a field mapping?
Can I delete a Deals to Project mapping?

I am afraid that I will lose my data if I convert a Deal to a Project. What should I do?

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,
  • the CRM will consider the field mapping, and 
  • transfers the field values in Deals to the selected target fields in Projects.
To know more about Deal to Project Mapping, click here.
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