How can I look up the stage field from the opportunity product to a new field on another object?

Question

The new object I want to transfer the stage name to is called opportunity product.

Sakthivel M · Accepted Answer

you need to get the opportunity stagename into opportunity product level then create a formula field with text type in opportunity product object level use the below formula to achieve:

TEXT(Opportunity.StageName)

Jeffrey Li · Answer

Thank you! How can I do the same with account owner to the opportunity product?

How can I look up the stage field from the opportunity product to a new field on another object?

CRM Configuration

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