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Perpetuating lead source from lead to opportunity

Last post 09-27-2016 4:30 PM by tlundy. 0 replies.
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  • 09-27-2016 4:30 PM

    Perpetuating lead source from lead to opportunity

    I am trying to figure out how to transfer a change of lead source in a lead/customer to the lead source field in an opportunity.  When I create a new opportunity from a lead, it fills out the lead source from the lead correctly, but if I change that lead source in the lead it is not updated in the opporutnity.  Is there a way to change the opportunity table to just reference the lead source field in the customer table instead of using the one in the opportunity table, or do I need to program a separate update field action on the save button for edit lead/customer screens?

    Thanks,
    Tate 

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