FAQs in this section
I am afraid that I will lose my data if I convert a Deal to a Project. What should I do?
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?
What are the benefits of mapping the fields of a Deal to a Project?
Table of Contents
When you map the field of a Deal to a Project:
- Your data is not lost.
- You can avoid manual entry of field values.
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