{"id":9269,"date":"2014-12-11T07:22:02","date_gmt":"2014-12-11T07:22:02","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9269"},"modified":"2014-12-11T07:22:02","modified_gmt":"2014-12-11T07:22:02","slug":"lead-to-companyperson-field-mapping","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/","title":{"rendered":"Lead to Company\/Person Field Mapping"},"content":{"rendered":"

One of the fundamental necessities of Sage CRM\u2019s Sales module is to auto \u2013 populate the details within the related entities. Fast processing of data has always been proved time efficient and effortless. We all are aware of field mapping functionality between the two entities Lead & Opportunity but, CRM also allows field mapping of Lead to Company\/Person entity.
\nNew Stuff:\u00a0<\/strong><\/em><\/span> Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration<\/a>
\nNow, suppose you need to map data of field holding mobile number present on Lead screen with that on Company\/Person screen, follow the below steps \u2013
\n1. Navigate to Administration | Customization | Lead<\/strong>
\n2. Create a new field that you need to map. E.g. Field named \u201clead_personmobilenumber\u201d <\/strong>and add it to appropriate screen.
\n3. Navigate to Administration | Customization | Person<\/strong>
\n4. Create a new field that you need to map lead field details to; e.g. field name \u201cpers_mobilenumber\u201d<\/strong> and add it to appropriate screen.
\n\"Lead<\/a>
\nSimilarly to map field details with that on Company screen, create a new field under Lead section with prefix \u2018lead_comp(Fieldname)\u2019<\/strong> and a field under Company section with prefix \u2018comp\u2019<\/strong> that means for above example it would be \u201clead_compmobilenumber\u201d<\/strong> and \u201ccomp_mobilenumber\u201d <\/strong>respectively.
\nFollowing these would auto-populate details from lead screen directly to Company\/Person screen through \u2018Add or Find this Company\/Person\u2019<\/strong> link.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Lead to Opportunity Fields Mapping<\/a>
\n2) Sage 100 user mapping with Sage CRM User<\/a>
\n3) Sage CRM Mapping Component<\/a>
\n4) Mapping Component Issues<\/a>
\n5) Configure GUMU Module in Sage 100 ERP \u2013 Sage CRM integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

One of the fundamental necessities of Sage CRM\u2019s Sales module is to auto \u2013 populate the details within the related entities. Fast processing of data has always been proved time efficient and effortless. We all are aware of field mapping functionality between the two entities Lead & Opportunity but, CRM also allows field mapping of\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":[71,73,155,235,332,1],"tags":[720,740,1143,1567,1761],"class_list":["post-9269","post","type-post","status-publish","format-standard","hentry","category-company","category-configuration","category-fields","category-mapping-sage-crm","category-sage-crm","category-uncategorized","tag-company","tag-configuration","tag-fields","tag-mapping","tag-person"],"yoast_head":"\nLead to Company\/Person Field 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\/2014\/12\/11\/lead-to-companyperson-field-mapping\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead to Company\/Person Field Mapping - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"One of the fundamental necessities of Sage CRM\u2019s Sales module is to auto \u2013 populate the details within the related entities. Fast processing of data has always been proved time efficient and effortless. We all are aware of field mapping functionality between the two entities Lead & Opportunity but, CRM also allows field mapping of\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-12-11T07:22:02+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Lead-to-Comp-Pers-field-mapping.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\/2014\/12\/11\/lead-to-companyperson-field-mapping\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/\",\"name\":\"Lead to Company\/Person Field 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\/2014\/12\/11\/lead-to-companyperson-field-mapping\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Lead-to-Comp-Pers-field-mapping.jpg\",\"datePublished\":\"2014-12-11T07:22:02+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Lead-to-Comp-Pers-field-mapping.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Lead-to-Comp-Pers-field-mapping.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/11\/lead-to-companyperson-field-mapping\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Lead to Company\/Person Field 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. 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