Is it possible to have the primary campaign source field in the opportunity empty as default ? We have created a new campaign sent to all our customers and now when we want to create a new opportunity from a contact the primary campaign source field is automatically filled with this last campaign. It is an added field to check and change for our users and as you know we have a lot to fill and check we do not want to have something more to think to do. less clicks more time...thank you
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You could create a quick action on the contact object to create a opportunity and predefine "null" for the primary campaign source and use it instead of the standard "new" opportunity button. But you have to choose a record type or "Master" as record type. If you don't use record types, it's easy.
