Monday, October 27, 2014

ZOHO CRM - MAP FIELDS FOR LEAD CONVERSION

Did you know there's a screen in Zoho CRM where you can quickly and easily configure how fields map from a Lead into the Account, Contact and Potential records when the Lead is Converted?

Set-up -> Customization -> Fields

Choose Leads as the Module, then click Map Fields:

Standard fields come already mapped, but this is a great way to create or modify the mapping of custom fields. The only limit is that you must map fields to fields of the same type.  Picklist - Picklist, text-text, etc...

3 comments:

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