Field Mapping CRM to Project

Field Mapping CRM to Project

Is it possible to map custom fields from the CRM to Projects?

When a Deal is won I would like to create a Project based on the Deal. I would like information from the Deal to be populated in the associated Project. If the data cannot be mapped is it possible to create Lookup fields in Projects with the CRM data?
Examples:
Deal: Providing a Training to a Company
Contact in Deals to Contact in Project
Date of Service in CRM to Date of Service in Projects

      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________