Before You Begin
Review your CTM instance to identify the number and type of reporting tag values
Check your existing CRM picklist values for the target field
Ensure you have administrator access to both CTM and CRM mapping settings
Steps for Field Mapping:
Create a dedicated picklist field in your CRM in the Leads layout
(e.g., "CTM Reporting Tag")
Add the picklist values to match the existing CTM picklist options
Map the CTM Reporting Tag to this field
Verification / Expected Result
After implementing either approach:
Test the mapping with a sample CTM call, and confirm that the tag was added in CTM
Verify that the CRM field updates correctly with the expected value
Confirm that no unwanted values appear in your picklist options
Check that existing picklist functionality remains intact
💡 Tips & Best Practices
Always audit first: Review your CTM tag values before implementing any mapping
Match values carefully: Ensure CTM tag options align exactly with CRM picklist values to prevent sync issues
Test thoroughly: Use test records to validate the mapping before going live
Document your choice: Record which approach you used for future reference and troubleshooting