When my Users create an Opportunity from a Contact related list, the Contact shows up in the Contact Roles related list on the Opportunity. Is there a way to have the Contact also show up on a Contact Lookup Field on the Opportunity when the new Opportunity screen opens? I can fill it in later with a Process Builder, but is there a way to have it populated when the new screen shows up? Thanks
2 Kommentare
I can't use Action buttons as List buttons. I'm trying to make a List button that does this.
