FavoriteDoreen Graybill (Avalon Shutters, Inc.) asked in #Sales And MarketingDec 27, 2012, 10:42 PMCustom fields and data carryoverI have created a custom field under the lead tab. How do I get data that is input into this field to transfer once converted to the opportunity?3 answersSortSort by DateSort by Most HelpfulSort by DateLoad more comments...James Garfield (Agendia, Inc.)Dec 27, 2012, 11:06 PMI should have also noted that the values will only carry through upon conversion! Glad I could help! Keep the good questions coming!Add a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
James Garfield (Agendia, Inc.)Dec 27, 2012, 11:06 PMI should have also noted that the values will only carry through upon conversion! Glad I could help! Keep the good questions coming!