When converting a Lead to an Opportunity is there any way to pass the values of the salutationName + firstName + lastName fields to the 'name' field in the Opportunities Form?
When Converting Lead To Opportunity Passing Information Between Forms
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As I don't use Lead and Opportunity often I'm not sure what it can do by default; however my guess is this will require coding to make it work. As far as I know most other, especially custom entity will require you to code. I think this thread is relevant to you:
https://forum.espocrm.com/forum/deve...to-tech-entity
hi is it possible to set the lead name as the call name by default.. currently when scheduling a call i have to enter a name, but i want to automatically fill the lead name as the call name field.. is it possible to do?
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