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TL@P.ax1198
How to do this
At the top of the page at Salesforce there is an option for LEADS and EVENTS
I always go to the LEADS section and put in the name and information of the LEAD.
The LEAD is a company that will rent my Event space many times over the year.
Now I go to the EVENT section and click on NEW
A new section for Event opens up and I go the the CELL that says LEAD and look up the Lead.
After choosing the lead the Cell populates with the name of the LEAD. All this is good
BUT :
Why is only the name coming up - I would also like to see the other information i put in about this lead - like telephone number / company name etc. so that i do not need to type it in again - is there anything that can be done ?
thank you
olmglobal@gmail.com
Assuming you have developer force account.
That's it!!!
kodeX