When an Opportunity is created I would like it to populate the Branch Name from the Account (Picklist) into the Branch Name of the Opportunity (Picklist), but allow the user to edit if necessary.
I don't know if this is possible, but if anyone has any suggestions on a work around that would be great!
4 answers
Abby,
Create a process on the process build to accomplish this.
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Make sure you choose the correct and appropriate field names below:
