Introduction
Kickscale automatically identifies and maps CRM entities based on participants' email addresses. However, you may sometimes need to manually adjust these mappings because the Meeting was not correctly mapped or no respective contact has been found. This guide will show you how to manually map Contacts, Companies, and Deals/Opportunities to your meetings in Kickscale.
Steps for Manual CRM Mapping
Open the Conversation Detail View
Navigate to the detail view of the conversation you want to update.Locate the CRM Tab
Look for the CRM tab. This tab indicates if any entities have already been mapped to the conversations.
Open the Mapping Dialog
Click on the "Change Assignment" button on the right to open the mapping dialog.Review Current Mappings
The dialog will display the current entity mappings for the meeting.Choose Mapping Type
Decide whether you want to map to a Lead or to Contact/Company and Deal.Search for Entities
Type the name of the entity you're looking for in the respective text fields.Select Correct Mappings
Choose the appropriate entities from the search results.Sync Changes
After selecting the correct mappings, click the "Sync" button to push the meeting summary and next steps to the mapped entities as notes in your CRM.