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

How can I modify a field mapping?

Vtiger CRM provides you the flexibility to modify a mapping that you have defined. 
Follow these steps modify a 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.
  7. Change the source and the target field accordingly.
  8. Click Save.
    • Click Cancel if you want to discard the changes.
  9. Type PROCEED and click the Proceed button.
To know more about Deal to Project Mapping, click here.
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