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Cyberfire Mapping a custom formula field - suggestions?
I'd like to have the lead age custom formula field map to field in opportunities, and add that mapped lead age field with the opportunity age field for a "Total Age to Close" field.
The problem is, I can't seem to get the formula field on the leads object to map over to the opportunities object. A workflow isn't really ideal, as you have to click edit and save to get that to duplicate the value on a separate text field. Any suggestions?
The problem is, I can't seem to get the formula field on the leads object to map over to the opportunities object. A workflow isn't really ideal, as you have to click edit and save to get that to duplicate the value on a separate text field. Any suggestions?
AdminisaurusRexIf you have a lookup field on your Opportunities that is linked to Lead records, you can combine Lead and Opportunity formulas.