Lead Mapping Video on YouTube

We have put together a video to help folks with the process of creating custom fields in the Lead entity in vTigerCRM and what is required to get those custom fields to map to fields in the Accounting, Contacts and Potentials entities.

The real key is to make sure that you have you custom fields exactly the same in LEADS as they are in the entity you wish to map the field to. Additionally; you must know that each custom field can only have one destination. We have made some systems move custom fields to multiple entities at clients' request but this requires a small amount of customization.

--Jason

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