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?
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?
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?

How can I add a mapping?

Follow these steps to do a custom mapping:

  1. Log in to your account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click the Settings button.
  4. Go to the Marketing & Sales section.
  5. Click Deal to Project Mapping.
  6. Click the Edit icon on the right.
  7. Click the +Add Mapping button. Consequently, you will be adding a ​new set of fields (placeholders) to aid with the mapping of custom fields.
  8. Select the source field and map it to the target field accordingly.
  9. Click Save.
    • Click Cancel if you want to discard the changes.
  10. Type PROCEED and click the Proceed button.

The fields will be mapped and added to the list of other fields.
Note: You can delete a mapping by clicking the Delete icon under the Actions column.

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