When creating a proposal in GoProposal, you may be creating the client in GoProposal first, ready to pull through into Senta when the proposal is accepted by the client. It is helpful to know which GoProposal fields map into Senta, and where these map to in Senta.
When creating a new company in GoProposal you will add the details to this form:
The data in the following fields will be pulled into Senta:
- Company Name
- First name
- Last name
- Mobile Phone
- Work Phone
- Address line 1
- Address line 2
- Postcode/Zip code
Please note: currently, data contained in the Role field and County/State field will not populate fields in Senta.
Here is the flow of data from GoProposal fields into Senta fields: