Hi Everyone
I'm trying to get something setup where after I have a lead created and I go to convert it to an opportunity, that certain fields from the lead show on the opportunity detail page - particularly City, State, and Description. I thought I was onto something when I setup a relationship like the attached image.
From there I added those fields to the opportunity layout, But when I convert the lead to an opportunity these fields show 'None'. What is it exactly that I'm missing?
Thanks
Kevin
I'm trying to get something setup where after I have a lead created and I go to convert it to an opportunity, that certain fields from the lead show on the opportunity detail page - particularly City, State, and Description. I thought I was onto something when I setup a relationship like the attached image.
From there I added those fields to the opportunity layout, But when I convert the lead to an opportunity these fields show 'None'. What is it exactly that I'm missing?
Thanks
Kevin
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