Field mapping connects the dots between different systems and data sources. Getting your mappings right means data flows accurately between platforms — no manual re-entry, no mismatches.

Click on the “Settings” tab located below the profile icon in the top-right corner of the screen.

Scroll through the settings menu and find the section labeled “IGS Sales Partner Code.”

To begin making changes, click the "Edit" button next to the IGS Sales Partner Code section.

From the dropdown, select the appropriatepartnerfor yourparent organization. If no partner is selected for the parent organization, an error message will appear instructing you to contact the admin.

You can also assign specific partner codes to eachofficeusing the dropdown.If a partner code isnot mappedto an individual office, it will automaticallyinherit the parent organization's partner codeas a fallback.

To map codes formultiple offices, click the“Add” button and repeat the mapping process for each location.

Once all desired mappings have been made, click“Update” to save and apply your changes.

💡 A new sales rep follows this walkthrough during their first customer meeting. With each step laid out clearly, they present financing options confidently and close the deal on the first visit.