Settings
Column & stage mapping
Decide how your CRM export maps into DealSpace. Applies to the active organization only.
Stage mapping
0
Choose whether each CRM stage counts as won, lost, open or excluded. Open stages are placed in a pipeline step.
| CRM stage | Counts as | Pipeline step |
|---|---|---|
| Import data first to see your CRM stages here. | ||
Column mapping
If your export uses different headers, write the header name from your file next to the field it should fill.