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I have this "originalLead" field in the Opportunities table. The field was Read-only, but I enabled this field to be populated by the user, but it is not working, the field is still Read-only, can anyone help me?
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I need to enable this field to be filled out. -
Hello
This relation could be set only from LeadComment
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You say I have to create a new relationship?
Can not take advantage of the one already created in the system?Comment
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No. I said If lead is converted, you can see Converted To side panel. There you can link lead and contactComment
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I'm sorry, if you can get me the way to set it up, thanks for the help again.Comment
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help with what? do you want to use existing relationship ( one-to-one, means in what contact did lead converted) or you need other one?
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When I register a new proposal, I can not select the lead, I need this field to be related and enabled for selection.
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You can not link lead and contact (original lead and converted to contact) on the contact view. You can do it only on the lead view (or automatically while convert). Do you try convert lead action? (top-right button on the lead detail view)
You can not create one-to-one relationship in Entity Manager. only manually.
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Hi Tanya,,
See the video below, I want the Lead field to look like the contact and company field for a new opportunity record, I want to be able to search for this Lead at the time of the new opportunity record. How can I do this?
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How many leads can have one contact?
How many contacts can have one lead?
How many leads can have one account?
How many contacts can have one lead?
How many leads can have one opportunity?
How many opportunities can have one lead?
Do you need to save existing logic?
Do you try to convert lead?
Do you try to create own test relationship?Comment
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Do you try to create your own test relationship? Yes, it worked, but when I'm going to convert Leads to opportunities, the system does not pull the main name automatically.
Watch this video below that shows you to understand better.
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Its other relationship, other field, other value. If you add Original Lead field to layout, it will be filled in this example.
if you want to set additional field, use formulaComment
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The other relationship, another field, another value. If you add the Original Lead field to the layout, it is populated in this example.
Yes, but I can not activate it to fill the layout (in the new record)
Can you follow the path in more detail to take advantage of this existing field and enable it in the layout to fill out a new record of opportunity?
I apologize for not understanding and maybe I'm not explaining right.Comment
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