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ccrawford Saving Lead Campaign info on an Account field
Hello,
I'm trying to figure out a way to copy over the Campaign information to a custom field on an Account, so that when an Opportunity is added later (even into the second, third opportunity) we can still report on what campaigns did for us some years ago.
Has anyone figured out a way to do this without completely rewriting the Convert Lead process (I know there's a Convert Lead SControl on appExchange, but it's like 2000 lines of code long).
I really just want to use the 'map fields' option we already have for Leads, but mapping from a *standard* field to a custom field!
Any thoughts are welcome .. thanks!
I'm trying to figure out a way to copy over the Campaign information to a custom field on an Account, so that when an Opportunity is added later (even into the second, third opportunity) we can still report on what campaigns did for us some years ago.
Has anyone figured out a way to do this without completely rewriting the Convert Lead process (I know there's a Convert Lead SControl on appExchange, but it's like 2000 lines of code long).
I really just want to use the 'map fields' option we already have for Leads, but mapping from a *standard* field to a custom field!
Any thoughts are welcome .. thanks!