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Deals to Projects Mapping for Zoho CRM

Deals to Projects mapping for Zoho CRM

Deals to Projects Mapping for Zoho CRM refers to the process of converting sales deals into projects within the CRM system.

Install on Zoho CRM

Sales to Projects

Deals to Project Mapping helps you transition seamlessly from sales to project management and eliminates the need for duplicate data entry.

Deals to Projects

By mapping deals to projects, you can ensure that the right resources are allocated to the right projects.

New Project

Triggers the emails and sales signals to the record owner while the new project is being created.

Deals Module

Using deal-to-project mapping for Zoho CRM, you can add Zoho projects from the Deals module instantly.  

              

Install for admins

The Deals to Projects for Zoho CRM will only be installed in CRM for users with the

 administrator profile.

Install for all users

You can install With in the Zoho CRM "Deals to Projects extension" for all users.

Prerequisites

1. You must be the Zoho CRM's super admin.

2. Zoho CRM standard edition or higher is required.

How to map the Zoho Projects from Deals Module


After installing the extension you have to map the Deal fields to Zoho Projects in settings page.
Documentation
Deals to project mapping for Zoho CRM

Mapping fields between Projects and Deals module

Deals to project mapping for Zoho CRM

Instantly create a project using this button in Zoho Projects

FAQ's

How do I install Deals to Projects Mapping in Zoho CRM?
Go to the Zoho CRM marketplace and look for "Deals to Project Mapping for Zoho CRM." You can install it for free .
Want to know more about Deals to Projects mapping?
For more information reach us at support.extensions@nexivo.co
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About Nexivo

Nexivo Consulting is a Zoho-only company that has been ranked the number one Zoho Premium Partner for 2023 and the fastest emerging partner for 2022. Nexivo provides Zoho services across the globe, with offices in India, the USA, and the UAE. Nexivo is a renowned firm that provides innovative solutions and strategic guidance across industries. With skilled consultants and tailored services, we help businesses overcome challenges, optimize operations, and achieve long-term growth. Our expertise includes management consulting, digital transformation, technology implementation, and process optimization, delivering tangible results for sustained success. 

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