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  • mikezapata
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3 replies

Pulling Account Email into Opportunity

Hi,

I am trying to figure out how to automatically populate the email address field from the Account (Person Account) into the Opportunity.

Workflow rule?
Cross Object Formula Field?

Thanks for any help in advance,
Mike
3 replies

Pulling Account Email into Opportunity

Hi,

I am trying to figure out how to automatically populate the email address field from the Account (Person Account) into the Opportunity.

Workflow rule?
Cross Object Formula Field?

Thanks for any help in advance,
Mike