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 can I add a mapping for lead conversion?
How can I delete a field mapping in Lead conversion?
How can I modify a field mapping for lead conversion?
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?

Why can't I see the Leads Conversion Data Mapping setting in the CRM?

You are facing this minor error because you have not enabled the Leads module in your CRM. The Leads module is disabled by default; you must enable it manually.
Follow these steps to enable the Leads module:

  1. Log in to your account.
  2. Click the User Menu icon.
  3. Click the Settings button.
  4. Look for the Module Management section.
  5. Select Modules.
  6. Search for Leads module.
  7. Enable the checkbox.
  8. Go back to the Settings Homepage.
  9. Refresh the page.
You will now see the Lead Conversion Data Mapping settings under Marketing & Sales section.

To know more about Lead Conversion Data 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