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Lead value on Opportunity Summary screen

Posted By [email protected] over 9 years ago

Hi All,

I was wondering if there was a way to pull the Lead_Source field onto the opportunity summary page?

I would like to use this value to alert users of specific information.

Thanks!

Mike

0 Sage CRM over 9 years ago

Michael

Have a look at the topic of Lead mapping. See video.sagecrm.com/playVideo.php

You could also consider (in Sage CRM 7.2 onwards) displaying this using the easy Ajax capabilities of the Client Side API. See community.sagecrm.com/.../sage-crm-7-2-creating-ajax-calls-using-the-client-side-api.aspx
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Lead value on Opportunity Summary screen

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