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cmarz_1 Default field values when creating from related list
On a lead I created a Referred By field that is a look up to another lead. It also created a related list on a lead with a new lead button. When a user clicks the new lead button from the related list it automatically fills in the Referred By look up with the originating lead. This is great but I need to take it one step forward. I need the new lead's Lead Source to be defaulted to that of the originated lead's.
So far the only way I can think of doing this is to create an Apex trigger to update the Lead Source after it's been save. This is less than idea since I want to give the user the choice to override the lead source. Basically I'd like to find a way to default the Lead Source Picklist on the new lead page. This way a user will see the lead source and then make the choice to change it or not.
So far the only way I can think of doing this is to create an Apex trigger to update the Lead Source after it's been save. This is less than idea since I want to give the user the choice to override the lead source. Basically I'd like to find a way to default the Lead Source Picklist on the new lead page. This way a user will see the lead source and then make the choice to change it or not.