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Thread: Custom lead field - show in opportunity - how?

  1. #1
    ndaniels is offline Sugar Community Member
    Join Date
    Nov 2006
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    24

    Default Custom lead field - show in opportunity - how?

    Sugar 4.5 OS
    Our sales department wants a custom field (2 actually) added to Leads, and they want the data there to show in the associated account. Despite vast puzzling I haven't figured out how to do this, but I'm sure it can be done.
    Thoughts from the experts?
    Thanks!

  2. #2
    appdev is offline Sugar Community Member
    Join Date
    Aug 2007
    Posts
    15

    Default Re: Custom lead field - show in opportunity - how?

    Hi - I just saw this in another thread. I was able to get a custom Lead field to copy to an Account by making sure the field name & type was the same.

    I also need to do this for Opportunities, though, and I'm stuck on this one.

    Any ideas?

  3. #3
    appdev is offline Sugar Community Member
    Join Date
    Aug 2007
    Posts
    15

    Default Re: Custom lead field - show in opportunity - how?

    Whoops - bad test. It looks to be working ok now.

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