{"id":4713,"date":"2013-09-21T09:44:52","date_gmt":"2013-09-21T09:44:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4713"},"modified":"2013-09-21T09:44:52","modified_gmt":"2013-09-21T09:44:52","slug":"lead-to-opportunity-fields-mapping","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/","title":{"rendered":"Lead to Opportunity Fields Mapping"},"content":{"rendered":"

As per the basic principal of sales we try and convert all the Leads<\/b> to Opportunities<\/b>. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required.\u00a0
\nWhen Lead is converted to an Opportunity, the relevant details entered at Lead level must be automatically synced to Opportunity. Now how do you decide which field value goes where? There is a functionality provided to do the field mappings. Here is how you can use it.\u00a0
\n1. Go to Administration | Customization | Leads<\/b>
\n2. Click on Mappings<\/b>
\n3. Click on New<\/b>
\n4.Here, you can select Lead<\/b> field from the dropdown and mapped Opportunity<\/b> field.<\/p>\n

\"Image-1\"<\/a><\/p>\n

5. Click on Save<\/b>.
\n\u00a0Now, whenever a lead gets converted to an opportunity, data entered in lead fields will be entered into mapped fields of opportunity.<\/p>\n","protected":false},"excerpt":{"rendered":"

As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required.\u00a0 When Lead is converted to an Opportunity, the relevant details entered at Lead level must be\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,155,210,235,269,332,1],"tags":[740,1143,1497,1567,1708],"class_list":["post-4713","post","type-post","status-publish","format-standard","hentry","category-configuration","category-fields","category-lead","category-mapping-sage-crm","category-opportunity-sage-crm","category-sage-crm","category-uncategorized","tag-configuration","tag-fields","tag-lead","tag-mapping","tag-opportunity"],"yoast_head":"\nLead to Opportunity Fields Mapping - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead to Opportunity Fields Mapping - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required.\u00a0 When Lead is converted to an Opportunity, the relevant details entered at Lead level must be\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-09-21T09:44:52+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/\",\"name\":\"Lead to Opportunity Fields Mapping - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg\",\"datePublished\":\"2013-09-21T09:44:52+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Lead to Opportunity Fields Mapping\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Lead to Opportunity Fields Mapping - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/","og_locale":"en_US","og_type":"article","og_title":"Lead to Opportunity Fields Mapping - Sage CRM \u2013 Tips, Tricks and Components","og_description":"As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required.\u00a0 When Lead is converted to an Opportunity, the relevant details entered at Lead level must be\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2013-09-21T09:44:52+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/","name":"Lead to Opportunity Fields Mapping - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg","datePublished":"2013-09-21T09:44:52+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/09\/Image-1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/lead-to-opportunity-fields-mapping\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Lead to Opportunity Fields Mapping"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/4713","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=4713"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/4713\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=4713"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=4713"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=4713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}