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:
- Log in to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Go to the Marketing & Sales section.
- Click Deal to Project Mapping.
- Click the Edit icon.
- Change the source and the target field accordingly.
- Click Save.
- Click Cancel if you want to discard the changes.
- Type PROCEED and click the Proceed button.
To know more about Deal to Project Mapping, click here
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