Results 1 to 2 of 2

Thread: Added new fields in Lead, need to show in Opportunity

  1. #1
    sipserv is offline Sugar Community Member
    Join Date
    Jul 2007
    Posts
    6

    Default Added new fields in Lead, need to show in Opportunity

    Hi All!

    I have created some custom fields in the Leads Module.

    When the Lead is converted, at least, I would like to have that custom Lead information show up on the Opportunity Module with the Lead data. How can I achieve this?
    For us, the Opportunity is directly related to the Lead.

    Thanks in advance for your help

  2. #2
    jmertic is offline Sugar Community Manager
    Join Date
    Dec 2007
    Posts
    2,224

    Default Re: Added new fields in Lead, need to show in Opportunity

    Quote Originally Posted by sipserv View Post
    Hi All!

    I have created some custom fields in the Leads Module.

    When the Lead is converted, at least, I would like to have that custom Lead information show up on the Opportunity Module with the Lead data. How can I achieve this?
    For us, the Opportunity is directly related to the Lead.

    Thanks in advance for your help
    You can do this easily with Sugar Logic, just create a custom calculated field in the Opportunities modules that calls the related() call to grab the related field from the related Lead. Look for a blog post next week with a more detail solution.
    John Mertic
    Sugar Community Manager

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 3
    Last Post: 2011-11-14, 08:30 AM
  2. Replies: 3
    Last Post: 2011-06-06, 03:24 PM
  3. Replies: 2
    Last Post: 2007-09-26, 06:53 AM
  4. subpanel doesn't show up new added item immediately.
    By ericchen in forum Developer Help
    Replies: 1
    Last Post: 2007-05-30, 02:47 PM
  5. Propogate Lead fields to Opportunity During convert
    By jwcc in forum General Discussion
    Replies: 0
    Last Post: 2005-05-30, 10:12 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •