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?
How do I add a 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?
Can I add any field from Deals as a part of field mapping?
Table of Contents
Yes, you can but make sure that when you add a source field in Deals, it must have an equivalent target field in Projects. If not, the mapping will not be saved.
To know more about Deal to Project Mapping, click here.
To know more about Deal to Project Mapping, click here.
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