Map New Lead Fields To Be Converted To Opportunity In VTiger 7
In VTiger 7, User can convert New Lead Fields to Opportunities. User can configure the converting setting according to his/her requirement.
How to Convert Lead to opportunity
- Go to the “Menu” and select “CRM Settings“.
- Under “Marketing and Sales” select “Lead Conversion Data Mapping“. You can also “Edit” and change the configuration according to your need.
- Go to a lead record and click on the “Convert Lead” button.
- Click on the “Save” button to convert the lead.
- Note: You can not add new fields to the popup. The fields you will map, converted automatically
For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
