Sage CRM Video channel

Field Mapping - Leads and Opportunities

This short video tutorial (00:09:10 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the System Customization badge. This lesson in particular will cover the knowledge needed to understand how to safely link fields from the Lead entity to the Opportunity entity so that no custom data is lost when promoting a Lead within Sage CRM.

  • Published by: Jeff Richards
  • Created: 05/12/2014

  • Category: Training

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