Overview
The terminology used in your Customer Relationship Management software (CRM) is different than the terminology in your portal. Consider mapping the translation between the two. Mapping the data allows us to interpret the data the same in both systems.
Contents
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Salesforce
Lead Distribution Status—The lead goes into Salesforce after it is accepted. The Lead Distribution Status stays on the lead in the portal and does not map to Salesforce. The Lead Distribution Status is updated through the integration based on the mappings below.
| Lead Distribution Status | |
|---|---|
| Portal | 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 lead status in portal records. 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 | |
|---|---|
| Portal | Salesforce CRM |
| Open | Open—Not Contacted |
| Contacted | Working—Contacted |
| Nurture | N/A |
| Qualified | Closed—Converted |
| Unqualified /Invalid | Closed—Not Converted |
Opportunity Status—The portal 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 lead status in the portal record. 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 | |
|---|---|
| Portal | 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 lead status in the portal record. 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 | |
|---|---|
| Portal | Microsoft Dynamics CRM |
| Open | 1—New |
| Contacted | 2—Contacted |
| Nurture | N/A |
| Qualified | 3—Qualified |
| Unqualified/Invalid | 4—DQ - Lost; 5—DQ - Cannot Contact; 6—DQ - No Longer interested; 7—DQ - Canceled |
Opportunity Status—The portal 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 the portal and does not map to SugarCRM. The Lead Distribution Status is updated through the integration based on the mappings below.
| Lead Distribution Status | |
|---|---|
| Portal | 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 lead status in the portal record. 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 | |
|---|---|
| Portal | SugarCRM |
| Open | New Lead, Assigned |
| Contacted | Contact Scheduled |
| Nurture | Rated |
| Qualified | Converted |
| Unqualified/Invalid | Unassigned (Closed) |
Opportunity Status—The portal 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 Lead Distribution Status is updated through the integration based on the mappings below.
| Lead Distribution Status | |
|---|---|
| Portal | 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 lead status in the portal record. 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 | |
|---|---|
| Portal | Saleslink CRM |
| Open | Open—Not Contacted |
| Contacted | Working—Contacted |
| Nurture | N/A |
| Qualified | Closed—Converted |
| Unqualified/Invalid | Closed—Not Converted |
Opportunity Status—The portal 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 Lead Distribution Status in the portal record is updated through the integration based on the mappings below.
| Lead Distribution Status | |
|---|---|
| Portal | 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 lead status in the portal record. 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 | |
|---|---|
| Portal | SAP CRM |
| Open | Open Accepted by Sales |
| Contacted | In Process |
| Nurture | N/A |
| Qualified | Won |
| Unqualified/Invalid | Rejected by Sales, Lost |
Opportunity Status—The portal 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 the portal and does not map to Microsoft Dynamics AX. The Lead Distribution Status is updated through the integration based on the mappings below.
| Lead Distribution Status | |
|---|---|
| Portal | 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 lead status in the portal record. 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 the portal from Microsoft Dynamics AX based on the mappings below. Only these standard values from Microsoft Dynamics AX will update the lead status.
| Default Lead Sales Status Mappings | |
|---|---|
| Portal | 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—The portal record 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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