I know how to pre-populate custom fields but the formula approach doesn't work with standard and look-up fields.
What I'm trying to do is to fill in the following Lead fields using the info from Account: Working at (look-up) with Account Name, standard fields Industry and Website.
Thanks in advance for help!
Slava
답변 2개
Thanks for your reply, Adam!
Our Leads are related to Account via a look-up field. So the Leads related list in Account has a button New which fills in the look-up field automatically. I want the same functionality plus 2 more standard fields filled in - Website and Industry.
I will have a look at you link.
