09-22-2010 01:49 PM
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.