ICRS/Large Loss Command Center
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GHL · Facebook Ad
Renee O'Neal
USAA · 88 Alpine Loop, Driggs, ID 83422
Score
50/100
Status
Intake
Field Mapping (per opportunity)Same register as the global GHL Field Mapping page, scoped to this record. No live sync occurs from either view.
Field mapping for Renee O'Neal
Each field is classified by system of record; only 'CC → GHL' and 'Two-way' fields are candidates for writeback.
| GHL Field | Command Center Field | Category | Direction | PII | Notes |
|---|---|---|---|---|---|
| contact.id | opportunity.ghlContactId | GHL SoR | GHL → CC | — | System of record — GHL. |
| contact.firstName + lastName | opportunity.policyholderName | GHL SoR | GHL → CC | PII | |
| contact.email | opportunity.email | GHL SoR | GHL → CC | PII | |
| contact.phone | opportunity.phone | GHL SoR | GHL → CC | PII | |
| contact.address1 / city / state / postal | opportunity.lossAddress | Two-way | Two-way | PII | Loss address may originate on either side; conflict flag on mismatch. |
| opportunity.id | opportunity.ghlOpportunityId | GHL SoR | GHL → CC | — | |
| opportunity.pipelineId | opportunity.ghlPipelineId | GHL SoR | GHL → CC | — | |
| opportunity.stageId | opportunity.ghlStageId | Two-way | Two-way | — | CC advances stage after approval. |
| opportunity.monetaryValue | opportunity.estimatedLoss | Two-way | Two-way | — | |
| opportunity.source | opportunity.leadSource | GHL SoR | GHL → CC | — | |
| location.id | opportunity.ghlLocationId | GHL SoR | GHL → CC | — | |
| customField.loss_date | opportunity.lossDate | Two-way | Two-way | — | |
| customField.carrier | opportunity.carrier | Two-way | Two-way | — | |
| customField.policy_number | opportunity.policyNumber | Two-way | Two-way | PII | |
| customField.claim_number | opportunity.claimNumber | Two-way | Two-way | — | |
| customField.icrs_recommendation | opportunity.recommendation | CC SoR | CC → GHL | — | Written back only after human approval. |
| customField.icrs_score | opportunity.score | CC SoR | CC → GHL | — | |
| customField.icrs_evaluation_url | opportunity.evaluationUrl | CC SoR | CC → GHL | — | |
| contact.tags[] | opportunity.dispositionTag | CC SoR | CC → GHL | — | e.g., icrs:pursue-priority. |
| contact.notes[] | opportunity.approvalSummary | CC SoR | CC → GHL | — | |
| customField.intake_form_v1_* | — | Legacy | None | — | Retained for lookup only. |
| customField.sms_opt_in_history | — | Do not migrate | None | PII | Excluded by policy. |
| customField.marketing_tags | — | Do not migrate | None | — | |
| workflow.eventId | opportunity.ghlWorkflowEventId | GHL SoR | GHL → CC | — | |
| opportunity.assignedTo | opportunity.ghlAssignedUserId | GHL SoR | GHL → CC | — |