16 kwietnia 2012 09:13
Hi @ all,
How can I have the newly added fields on the leads form to appear on the Opportunity form when I qualify the leads to opportunities ?
Thanks in advance.
16 kwietnia 2012 09:24
Yes, with some additional programming. Let's say you created 5 new fields in leads form. Either you want to put the values in already existing field in opportunities or new fields opportunities. In case you need to put values in new opportunity fields, then create corresponding 5 fields.
Write a plugin and execute it on qualifying lead message. In that plugin copy the lead custom fields into opportunity fields.
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
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- Zaproponowany jako odpowiedź przez Ashish Mahajan Australia (Architect) 16 kwietnia 2012 09:24
16 kwietnia 2012 09:47
You can do this by adding the fields to an opportunity.
Then update the mapping from lead to opportunity to copy the fields from the lead to the opportunity.
To find the mapping, customize the lead entity and in the 1:N relationship there is one called
Lead to Opportunity
if you then go to mappings you can add new mappings