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petep Pulling Data from Opportunity to Lead
Hi,
We upload leads for different departments: Sales or Marketing
I need to indicate which leads are more relevant to the respective department.
- I created a multiple picklist in Campaigns: Sales or Marketing
- I want to pull the values in each campaign when a sales rep looks at the Leads object.
- I'll create a specific list view for the Sales or Marketing Departments.
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I'm having trouble with pulling the values from Campaign Object to the Lead Object.
This is what I've done so far:
Lead Validation Rule
Campaign.Department__c
What's the formula to pull the data from Campaigns?
Thanks.
You can't populate campaign info on Lead without code becuase you can put a lead into multiple campaigns (there's no way for the system to know which campaign you want).
If you had some logic you wanted to use like Last Campaign's Name, you could create a trigger to populate that info onto Lead.