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doron segal
How to create fields in tab account based on lead information
Hello,
I need some help because I have no idea what am I doing wrong.
I want to create a new field under "account" that will present me with information I filled up when I created the lead.
For example. I have the lead's first and last name. I want to create a field, in the account, that will show me that information.
( and I not talking about related list - contacts, a new field )
thank you very much
Are you asking if you can create an AUTOFILL function to pull firstname or lastname into this field?
I think that is what I mean.
I am new in sales force and learning on the way.
Another example to make it more clear,
I have in my "leads" page a field for time and date,
I want after I convert that lead, it will show in his account page a field that is autofill with that date and time for the lead.
I tried to make a formula field. the formula syntax was good and it should have returned " lead > first name"
but every time the filed came out blank.
can you help me with that ?
thank you
Doron