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Lead topic is not copies to opportunity RRS feed

  • Question

  • Hi

    I have problem with copies topic from Lead to Opportunity. We use qualify proces and on opportunity is set workflow and topic is not copies. When I disable workfow, topic is copied.

    Please help me.

    Milan

    Monday, May 20, 2013 8:16 AM

Answers

  • Hi,

    I do not know what exactly your workflow does, but the built in logic of CRM sets a mapping on the lead to map some of the fields from lead to opportunity. If you want to map other fields you could go to settings > customizations > customize the system > entities > opportunity > relations > N:1 relations. And in the mappings set the required mappings instead of using workflows.



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    Monday, May 20, 2013 8:48 AM
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