Deal To Project Mapping

Once you won an Deal, you can convert it to Projects for efficient tracking of it’s projects. With the Deal to Project Mapping, you can relate the two for safe data transfer. To map the fields,

  • Go to Profile icon → Settings → Navigate to the Marketing & Sales section → Deal to Project Mapping

  • Standard fields are mapped by default, to edit the existing or add new mapping click on the Edit button in the top right

  • To edit - Make the necessary change in the existing fields

  • To add new mapping field - Scroll down to the bottom of the page and click on the Add Field button.

  • To delete any field in mapping - Click on the Trash icon on the left side of the appropriate field.

  • Once done with all your changes, click on Save.