Hello Everyone,
I am aiming to put a custom field in the final stage of the BPF of "Contract Signed: [data type=Date]". When I reach this part of my BPF I want the user to fill in this field and have it map back to the account for future reference. Once the contracts are signed we can create multiple opportunities with this client through different product lines. So having this information to signal the end of the CLOSE stage but also notify future sales reps they are good to go with further products is important.
I am having trouble mapping it since I don't see an OOB mapping relationship from Opportunity to Account.
Below is what I have done.
Since I don't want this field on the account form to be updated until it is entered in the Opportunity BPF on the opportunity form I think it needs to map from Opportunity to Account in 1:N relationship but I am just not confident.
Can anyone help me with this one?
I'm also curious if I can make this date field required on the BPF and then calculated on the Account so the field is locked from the account form.
Thank you all!
Josh
