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?
What are the benefits of mapping the fields of a Deal to a Project?
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 can see a few fields that are already mapped by default. Why is that?

By default, CRM automatically maps the following fields in Deals to Project’s fields. 

Field Label

Field Type

Mapping with Other Modules

Deals

Type

Projects

Deal Name

String

Project Name

Description

Rich text

Description

Organization Name

Reference

Related To

Expected Close Date

Date

Target End Date


To know more about Deal to Project Mapping, click here.
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