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CRM Status Mapping Summary

Overview

The terminology used in your Customer Relationship Management software (CRM) is different than the terminology in Zift123. Consider mapping the translation between the two. Mapping the data allows us to interpret the data the same in both systems.

Contents

  • Salesforce and Zift123 CRM Mappings
  • Microsoft Dynamics and Zift123 CRM Mapping
  • SugarCRM and Zift123 CRM Mapping
  • Saleslink and Zift123 CRM Mapping
  • SAP CRM Mapping
  • Microsoft Dynamics AX CRM Mapping

Salesforce

Lead Distribution Status—The lead goes into Salesforce after it is accepted. The Lead Distribution Status stays on the lead in Zift123 and does not map to Salesforce. The Zift123 Lead Distribution Status is updated through the integration based on the mappings below.

Lead Distribution Status
Zift123 Salesforce CRM
Pending N/A
Accepted N/A
Rejected N/A
Unassigned N/A

Default Lead Sales Status Mappings—By default, only these standard values from Salesforce CRM will update the Zift123 lead status. If you would like to map custom values from your Salesforce CRM, see Settings: How to Set up Advanced General Options for CRM.

Default Lead Sales Status Mappings
Zift123 Salesforce CRM
Open Open—Not Contacted
Contacted Working—Contacted
Nurture N/A
Qualified Closed—Converted
Unqualified/Invalid Closed—Not Converted

Opportunity Status—Zift123 stores the probability of closing percentage that is provided by Salesforce, but not the associated labels since they vary widely. If Salesforce sends a value that is not configured for the client in Admin then the value is rounded up to the next highest % unless it is 100%. We do not assume a lead that is closed is won.

Microsoft Dynamics

Lead Distribution Status—By default, only these standard values from Microsoft Dynamics AX will update the Zift123 lead status. If you would like to map custom values from your Microsoft Dynamics AX CRM, see Settings: How to Set up Advanced General Options for CRM.

Lead Distribution Status
Zift123 Microsoft Dynamics CRM
Pending N/A
Accepted N/A
Rejected N/A
Unassigned N/A

Default Lead Sales Status Mappings—By default, only these standard values from Microsoft Dynamics AX will update the Zift123 lead status. If you would like to map custom values from your Microsoft Dynamics AX CRM, refer to the Microsoft Dynamics CRM Integration Guide.

Default Lead Sales Status Mappings
Zift123 Microsoft Dynamics CRM
Open 1—New
Contacted 2—Contacted
Nurture N/A
Qualified 3—Qualified
Unqualified/Invalid 4—DQ - Lost;
5—DQ - Connot Contact;
6—DQ - No Longer interested;
7—DQ - Canceled

Opportunity Status—Zift123 stores the probability of closing percentage that is provided by Salesforce, but not these associated labels since they vary widely. If Salesforce sends a value that is not configured for the client in Admin then the value is rounded up to the next highest % unless it is 100%. We do not assume a lead that is closed is won.

SugarCRM

Lead Distribution Status—The lead goes into Sugar after it is accepted. The Lead Distribution Status stays on the lead in Zift123 and does not map to SugarCRM. The Zift123 Lead Distribution Status is updated through the integration based on the mappings below.

Lead Distribution Status
Zift123 SugarCRM
Pending N/A
Accepted N/A
Rejected N/A
Unassigned N/A

Default Lead Sales Status Mappings—By default, only these standard values from Sugar CRM will update the Zift123 lead status. If you would like to map custom values from your Sugar CRM, see Settings: How to Set up Advanced General Options for CRM.

Default Lead Sales Status Mappings
Zift123 SugarCRM
Open New Lead, Assigned
Contacted Contact Scheduled
Nurture Rated
Qualified Converted
Unqualified/Invalid Unassigned (Closed)

Opportunity Status—Zift123 stores the probability of closing percentage that is provided by SugarCRM, but not these associated labels since they vary widely. If SugarCRM sends a value that is not configured for the client in Admin then the value is rounded up to the next highest % unless it is 100%. We do not assume a lead that is closed is won.

Saleslink

Lead Distribution Status—The leads automatically go to the CRM when Assigned. The Zift123 Lead Distribution Status is updated through the integration based on the mappings below.

Lead Distribution Status
Zift123 Saleslink CRM
Pending 1—Lead
Accepted 2—Outstanding Opportunity;
4—Development Opportunities;
8—Proposal Opportunities;
16—Opportunities Won;
32—Opportunities - Lost;
64—Opportunities - No Deal
Rejected 100—Deleted;
128—No Leads
Unassigned N/A

Default Lead Sales Status Mappings—By default, only these standard values from Saleslink CRM will update the Zift123 lead status. If you would like to map custom values from your Saleslink CRM, see Settings: How to Set up Advanced General Options for CRM.

Default Lead Sales Status Mappings
Zift123 Saleslink CRM
Open Open—Not Contacted
Contacted Working—Contacted
Nurture N/A
Qualified Closed—Converted
Unqualified/Invalid Closed—Not Converted

Opportunity Status—Zift123 stores the probability of closing percentage that is provided by Saleslink, but not these associated labels since they vary widely. If Saleslink sends a value that is not configured for the client in Admin then the value is rounded up to the next highest % unless it is 100%. We do not assume a lead that is closed is won.

SAP

Lead Distribution Status—The leads automatically go to the SAP CRM when Assigned. The Zift123 Lead Distribution Status is updated through the integration based on the mappings below.

Lead Distribution Status
Zift123 SAP CRM
Pending Open
Accepted Accepted by Sales, In process, Lost, Won
Rejected Rejected by Sales
Unassigned N/A

Default Lead Sales Status Mappings—By default, only these standard values from SAP CRM will update the Zift123 lead status. If you would like to map custom values from your SAP CRM, see Settings: How to Set up Advanced General Options for CRM.

Default Lead Sales Status Mappings
Zift123 SAP CRM
Open Open Accepted by Sales
Contacted In Process
Nurture N/A
Qualified Won
Unqualified/Invalid Rejected by Sales, Lost

Opportunity Status—Zift123 stores the probability of closing percentage that is provided by SAP CRM, but not these associated labels since they vary widely. If SAP CRM sends a value that is not configured for the client in Admin then the value is rounded up to the next highest % unless it is 100%. We do not assume a lead that is closed is won.

Microsoft Dynamics AX

Lead Distribution Status—The lead goes into Microsoft Dynamics AX after it is accepted. The Lead Distribution Status stays on the lead in Zift123 and does not map to Microsoft Dynamics AX. The Zift123 Lead Distribution Status is updated through the integration based on the mappings below.

Lead Distribution Status
Zift123 Microsoft Dynamics AX CRM
Pending Open
Accepted Accepted by Sales, In process, Lost, Won
Rejected Rejected by Sales
Unassigned N/A

Default Lead Sales Status Mappings—By default, only these standard values from Microsoft Dynamics AX will update the Zift123 lead status. If you would like to map custom values from your Microsoft Dynamics AX CRM, see Settings: How to Set up Advanced General Options for CRM.

Microsoft Dynamics AX lead status is updated in Zift123 from Microsoft Dynamics AX based on the mappings below. Only these standard values from Microsoft Dynamics AX will update the Zift123 lead status.

Default Lead Sales Status Mappings
Zift123 Microsoft Dynamics AX CRM
Open Open Accepted by Sales
Contacted In Process
Nurture N/A
Qualified Won
Unqualified/Invalid Rejected by Sales, Lost

Opportunity Status—Zift123 stores the probability of closing percentage that is provided by Microsoft Dynamics AX , but not these associated labels since they vary widely. If Microsoft Dynamics AX sends a value that is not configured for the client in Admin then the value is rounded up to the next highest % unless it is 100%. We do not assume a lead that is closed is won.

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