Set Opportunity subject automatically to the Customer name when creating an Opportunity from a customer
How can I set the Opportunity subject automatically to the Customer name when I create an Opportunity from a customer?
My customers are also my opportunities, so I want to automatically assign the Opportunity subject to the customer name when creating an opportunity from a customer.
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|Asked: 11/5/14, 4:38 PM|
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|Last updated: 3/16/15, 8:10 AM|