2022 R2
I am looking to ensure that once a user has filled in the ‘workgroup’ field on a lead, that this field information follows through the system. i.e. when you convert the lead to an opp, BA and contact the workgroup field will be filled in with the data from the lead rather than being blank. Is this possible to do with a customisation?
I am able to create a customisation that fills in the workgroup with one of my chosing upon converstion, but I can’t seem to get it to take it from the lead.
Many thanks for your help.
