Opportunities To Project Mapping 

Opportunities to Project Mapping allows you to map the custom fields of Opportunity to Project. The values of the field will be transmitted to the selected target fields automatically.


How to set up the Custom Fields in Opportunities To Project Mapping? 


To set up  Custom field mapping follow the steps given below: 

  1. Go to CRM Settings > Marketing and Sales > Opportunities to Project Mapping.
  2. Click on the "Edit button".



  3. The list of Standard fields is mapped by "Default".
  4. 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?

  1. 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.
  2. select the source field and map it to the target field. 
  3. Click on the Save button.


Alternatively, you can set up Lead Conversion Data mapping in Leads Module.

     1. Go to Main Menu > Sales > Opportunities Module.
     2. Click on "Customize" in the right corner of the page.
     3. Select "Opportunities to Project Mapping" from the drop-down.










































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