Hello,
I’ve created some custom fields on the leads and opportunity forms.
The custom fields for both entities are the same e.g. on the Lead I have a field called ‘Area of Interest’ with 5 option sets listed, on the opportunity record I have created the same custom field ‘Area of Interest’ with exactly the same 5 option sets listed.
The aim is that when a lead is qualified the opportunity record has these like for like fields already prepopulated from the Lead. I have gone in and created the relationship mappings for all these custom fields in exactly the same way.
The problem is only some of the fields prepopulate on the opportunity record while some do not, I can’t see anything I have done differently with the fields.
I’m wondering whether there is a limit on the number of fields which can be prepopulated so if the maximum limit is for example only 5 fields maximum can be prepopulated the fact that I have 8 fields explains why 3 out of the 8 fields will not automatically populate after clicking on qualify. Or maybe its something else I am doing wrong but like I say the fields are created on both the opportunity and lead with exactly the same field type, and with exactly the same values so I’m not sure what is causing this?
Thanks
JazB
*This post is locked for comments
I have the same question (0)
