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CRM Field Mapping Guide
Euro (€) - EUR
25,00 €
A detailed guide for organizing your CRM fields and contact properties for better segmentation.
CRM chaos starts when your fields aren’t planned. This product solves that by giving you a professional CRM field mapping template, adaptable for any CRM platform.
It covers the most essential contact and company fields, recommended naming conventions, field types (text, dropdowns, checkboxes), and tips for syncing with email automation or analytics tools.
You’ll also receive a set of sample mappings for specific industries (e.g., consulting, e-commerce, real estate). This saves hours of setup and avoids future duplication or data silos.
A perfect solution if you’re starting with a CRM or restructuring your contact database after migration.
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