12.Marketing & Sales

Lead Conversion Data Mapping 

Lead Conversion Data Mapping is used to adjust fields used for clients data base that is used within the CRM

In here you can see a list of available ones

In Actions category you can use this icon to delete redundant fields 

To edit the list press the “Edit” button in the upper right corner

Here you will see the same list but with possibility to change Field label and mapping with other modules

Opportunity to Project Mapping

Next page is used to operate with Opportunities mapping

To edit or add a new maping press the “Edit” button

To add a new oportunity mapping press the “Add Mapping” button like shown in the image

Select the field label and a module to set the mapping with

Field type will be set automatically regarding the Field label 

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