How to set up the Custom Fields in Opportunities To Project Mapping?
To set up Custom field mapping follow the steps given below:
- Go to CRM Settings > Marketing and Sales > Opportunities to Project Mapping.
- Click on the "Edit button".
- The list of Standard fields is mapped by "Default".
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Click on the Save button.
The Standard fields that are mapped by default, the list is given below:Field Label Field Type Mapping with Project Modules Opportunities Type projects Opportunity Name String Project Name Description Text Area Description Organization Name Reference Related To Expected Closed Date Date Target End Date
How to Add Mapping in Opportunities to Project Mapping?
- Click on the "Add Mapping button" on the bottom left side of the page, a new set of fields appears, which you can add a custom field mapping to the module.
- select the source field and map it to the target field.
- Click on the Save button.