Field mapping
Configure the CRM fields, pipeline stages, matching context, permissions, and advanced controls Ergo uses before CRM updates or AI-assisted classification.
Articles
- Pipelines
- Stage definitions and AI descriptions
- Alternate domains/emails
- Backfill CRM fields from historical meetings
- Company info
- Property permissions
- Default stages
- Deal qualification
- Stage controls
- Restrict to pipeline
- Advanced CRM toggles
- Field mapping setup: required before CRM updates work
- Meeting-title AI boost
- Create/sync CRM properties
- Field Mapping overview
- Stage drift resolution
- Partnership domains
- CRM properties
- Reorder/delete stages