{"id":433321,"date":"2023-11-28T18:17:42","date_gmt":"2023-11-28T17:17:42","guid":{"rendered":"https:\/\/www.kafinea.com\/?post_type=docs&#038;p=433321"},"modified":"2026-06-28T23:17:12","modified_gmt":"2026-06-28T21:17:12","password":"","slug":"le-mappage-de-conversion-de-prospect","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/fr\/documentation\/mappage-de-donnees\/le-mappage-de-conversion-de-prospect\/","title":{"rendered":"Le mappage de conversion de prospect"},"content":{"rendered":"<hr \/>\n<h2>Introduction<\/h2>\n<p>Le <strong>mappage de conversion de prospect<\/strong> d\u00e9finit comment les informations d&rsquo;un prospect sont transf\u00e9r\u00e9es vers les modules cibles lors de sa conversion. Quand un prospect devient un client qualifi\u00e9, Kafinea peut automatiquement cr\u00e9er un <strong>compte client<\/strong>, un <strong>contact<\/strong> et une <strong>affaire<\/strong> \u00e0 partir des donn\u00e9es du prospect. La configuration est accessible via <em><strong>Param\u00e9trage &gt; Mappage de donn\u00e9es &gt; Conversion de prospect<\/strong><\/em>.<\/p>\n<hr \/>\n<h2>1. Principe de la conversion<\/h2>\n<p>Lorsque vous convertissez un prospect, Kafinea propose de cr\u00e9er jusqu&rsquo;\u00e0 trois enregistrements :<\/p>\n<ul>\n<li><strong>Compte client<\/strong> : l&rsquo;entreprise du prospect<\/li>\n<li><strong>Contact<\/strong> : la personne physique<\/li>\n<li><strong>Affaire<\/strong> : l&rsquo;opportunit\u00e9 commerciale associ\u00e9e<\/li>\n<\/ul>\n<p>Le mappage d\u00e9finit, pour chaque champ du prospect, dans quel champ du module cible la valeur sera copi\u00e9e.<\/p>\n<hr \/>\n<h2>2. Configurer le mappage<\/h2>\n<p>Depuis la page de configuration, vous voyez la correspondance entre les champs du module <strong>Prospects<\/strong> et les champs des modules cibles :<\/p>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Champ Prospect<\/th>\n<th>\u2192 Compte client<\/th>\n<th>\u2192 Contact<\/th>\n<th>\u2192 Affaire<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Soci\u00e9t\u00e9<\/td>\n<td>Nom du compte<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>Pr\u00e9nom<\/td>\n<td>\u2014<\/td>\n<td>Pr\u00e9nom<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>Nom<\/td>\n<td>\u2014<\/td>\n<td>Nom<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>Email<\/td>\n<td>Email<\/td>\n<td>Email<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>T\u00e9l\u00e9phone<\/td>\n<td>T\u00e9l\u00e9phone<\/td>\n<td>T\u00e9l\u00e9phone<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Vous pouvez modifier ces correspondances pour les adapter \u00e0 vos besoins m\u00e9tier.<\/p>\n<blockquote>\n<p><strong>Bon \u00e0 savoir<\/strong> : Si un champ du prospect n&rsquo;a pas de correspondance d\u00e9finie, sa valeur ne sera pas report\u00e9e lors de la conversion. Les champs obligatoires des modules cibles doivent avoir une correspondance ou \u00eatre renseign\u00e9s manuellement lors de la conversion.<\/p>\n<\/blockquote>\n<hr \/>\n<h2>3. Questions fr\u00e9quentes<\/h2>\n<p><strong>La conversion supprime-t-elle le prospect ?<\/strong><br \/>\nNon, le prospect est conserv\u00e9 mais son statut est mis \u00e0 jour pour indiquer qu&rsquo;il a \u00e9t\u00e9 converti. Un lien vers les enregistrements cr\u00e9\u00e9s est ajout\u00e9.<\/p>\n<p><strong>Puis-je convertir un prospect sans cr\u00e9er d&rsquo;affaire ?<\/strong><br \/>\nOui, lors de la conversion, vous pouvez choisir de ne cr\u00e9er que le compte client et le contact, sans affaire.<\/p>\n<p><strong>Comment ajouter un nouveau champ au mappage ?<\/strong><br \/>\nSi vous avez cr\u00e9\u00e9 un champ personnalis\u00e9 sur le module Prospects, ajoutez-le au mappage en d\u00e9finissant sa correspondance avec le champ cible appropri\u00e9.<\/p>\n<hr \/>\n<h2>R\u00e9f\u00e9rences associ\u00e9es \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/marketing\/les-prospects\/\">Les prospects<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/ventes\/les-comptes-client\/\">Les comptes client<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/ventes\/les-contacts\/\">Les contacts<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/mappage-de-donnees\/le-mappage-daffaire-en-projet\/\">Le mappage d&rsquo;affaire en projet<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Le mappage de conversion de prospect d\u00e9finit comment les informations d&rsquo;un prospect sont transf\u00e9r\u00e9es vers les modules cibles lors de sa conversion. Quand un prospect devient un client qualifi\u00e9, Kafinea peut automatiquement cr\u00e9er un compte client, un contact et une affaire \u00e0 partir des donn\u00e9es du prospect. La configuration est accessible via Param\u00e9trage &gt;&#8230;<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[210],"doc_tag":[],"class_list":["post-433321","docs","type-docs","status-publish","hentry","doc_category-mappage-de-donnees"],"year_month":"2026-07","word_count":338,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kenny Legros","author_nicename":"kenny-legros","author_url":"https:\/\/www.kafinea.com\/fr\/author\/kenny-legros\/"},"doc_category_info":[{"term_name":"Mappage de donn\u00e9es","term_url":"https:\/\/www.kafinea.com\/fr\/documentation\/mappage-de-donnees\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Documentation - Le mappage de conversion de prospect &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/fr\/documentation\/mappage-de-donnees\/le-mappage-de-conversion-de-prospect\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Documentation - Le mappage de conversion de prospect &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"Introduction Le mappage de conversion de prospect d\u00e9finit comment les informations d&rsquo;un prospect sont transf\u00e9r\u00e9es vers les modules cibles lors de sa conversion. 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