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Customizing an Opportunities Report

New Member
Posts: 1
Country: USA

Customizing an Opportunities Report

I modified/customized the Opportunities Adjusted for Probability report and made it into a Sales Opportunities report.  I add the "Referred By" field (which I use for advertising tracking purposes)  from my contact fields.  Is there a way to automatically populate that field in Opportunities?  I have a "Referred By" field in my Opportunities, but the field did not populate itself.  I can populate it manually, but its very time consuming.  How can I automatically populate a field that is filled out in the Contact, and have it automatically populate all new opportunities?  I would like to track opportunities from specific advertising medias.