Pull Account Name and Other Opportunity Fields into a Contract
Business Use: We have a one-to-one relationship between opportunities and contracts. Every opportunity that is sold results in a contract.
Current Setup: We have lookup fields setup that allow users to create a new contract from an opportunity.
Request: When in the new contract screen, we would like some information to pull in from the opportunity automatically (account name, business unit, etc). As I understand it, this requires formula fields. Has anyone done this before or know what I need to do to make this happen?
I appreciate any insight you can give!