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Categories CRM App
Created by Guest
Created on May 31, 2023

Enquiry form custom field mappings to Opportunities/Problems

Custom fields are available in the Enquiry forms, however these are not able to be passed across to Opportunities/Problems once the Enquiry is converted. It would be good if these custom fields are able to be mapped to other fields to ensure sales people have this information.

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  • Guest
    Reply
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    Nov 6, 2023

    Hi Andrew, link below doesnt work? Can you advise if this is active yet and if there is any literature on this feature?

    Cheers

    4 replies
  • Admin
    Andrew Ardron
    Reply
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    Nov 1, 2023

    You can now configure custom field mappings from enquiry fields to opportunities/problems.

    In the latest release, you can find this feature here: https://crm.prospect365.com/settings?search=custom%20enquiry

  • Guest
    Reply
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    Jul 25, 2023

    This is a major functional miss from Prospect - we are gathering custom fields info at the point of enquiry, but this info is lost when the enquiry if converted and valuable data is lost. Urgent update required please.

  • Guest
    Reply
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    Jul 25, 2023

    We use Enquiry forms to convert to a new customer/company and making the custom fields (i.e. customer's typed message to us) automatically go across to the newly converted customer is really quite essential! Pease update urgently.

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