FAQs in this section
I am afraid that I will lose my data if I convert a Lead to a Contact or a Deal. What should I do?
What are the benefits of mapping the fields of a Lead to other modules?
Why are some fields from Leads already mapped by default?
Can I delete the default mapping?
How do I add a mapping for lead conversion?
How do I delete a field mapping in Lead conversion?
Why can't I see the Leads Conversion Data Mapping setting in the CRM?
Can I add any field from Leads as a part of field mapping?
Why cannot I map the Created Time field from leads to contacts?
How do I modify a field mapping for lead conversion?
Table of Contents
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 Lead Conversion Data 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.
The changes will be saved to the mapping.
To know more about Lead Conversion Data Mapping, click here.Was this FAQ helpful?
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