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I'm using Totango (analytics platform), which needs any info we want to use to be in Accounts. I already have custom fields in Opportunities and would like to move them into Accounts. 

 

How would I do this?
4 Antworten
  1. 15. Okt. 2014, 20:30
    Right now none of our accounts have multiple opportunities, so it doesn't matter. In the future we will only change information in the accounts fields, so no worries about ever having multiple opportunities that would effect these fields.
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