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GoJoy How do I auto populate fields when a Lookup field is filled in?
We have a Lead Source and Campaign tied to a Lead Record. These two fields are mapped when its converted to the Contact Record.
What i'm trying to do is, create "Contact Name" on the opportunity page (Lookup on Contact)
When a Contact Name is filled in, I would like the Lead Source and Campiagn fields to be auto populated in on the opportunity record as well.
New Fields I will be creating are:
- Contact Name (Look-up)
- Campaign Fields (Text)
- Lead Source (Text)
How do I do this?
What i'm trying to do is, create "Contact Name" on the opportunity page (Lookup on Contact)
When a Contact Name is filled in, I would like the Lead Source and Campiagn fields to be auto populated in on the opportunity record as well.
New Fields I will be creating are:
- Contact Name (Look-up)
- Campaign Fields (Text)
- Lead Source (Text)
How do I do this?
You can use formula fields to display this data on the Opportunity.