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 can I add a mapping?
How can I modify a field mapping?
Can I delete a Deals to Project mapping?

Can I add any field from Deals as a part of field mapping?

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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube