Mapping Fields

Snapforce CRM provides the option to map each of your organization's lead custom fields. Only users with administrator privileges have access to do this.

1. Login to Snapforce CRM with credentials.

2. On the home dashboard select your Username .

3. Then Select Setup.

4. On the administrator setup page on the left side of the page select Customize.

5. Select Leads > Mapping

6. These mappings will be used when you convert leads. Next to the lead custom field ,On the right side Select the drop down arrow and choose the field you are mapping it to.

7.Select Save             

Notes: You can always change the fields you are mapping as needed.