Is there a way for me to link a field on the Opportunity to a field on an Account based on a lookup on the opportunity?
We have a field on the Opportunity called – Care Provider. This is a look up screen.
We also have a field on the Opportunity called – Care Provider Rate. (This is a text field)
We have the provider rates on the Account. Can we link the Care Provider Rate from the account to the opportunity, when we select a provider from the look up field on the Opportunity?
The want to be able to select the Provider and have the rate change to that provider’s rate on the Opportunity
JC IHC