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How To Copy Information from the Contact Fields to the Opportunity fields?

New Member
Posts: 1
Country: USA

How To Copy Information from the Contact Fields to the Opportunity fields?

Good afternoon,

I need to measure which of my different customer acquisition methods work best than the other. The problem is that the acquisition method (Google, Facebook, News paper, etc.) is in the field (Referred By) in the " contact " section of my database and we never rewrite it in the " Opportunity " section of it, so all my opportunities show blank in the (Referred By) field, How do I copy or create a link on (Referred By) field between the " Contact "  and the " Opportunity " section of my database? How can I make it that if I change the contact (Referred By) it changes the Opportunity (Referred By) fields? I have over 3,000 customers and I don't want to have to do it by hand, Thanks and I hope someone Can help me with this.

Copper Elite Contributor
Posts: 514
Country: USA

Re: How To Copy Information from the Contact Fields to the Opportunity fields?

Not something ACT! can do out of the box.

 

There are several 3rd party add-on partners that do custom development that could write you a program to handle this request though.

Mark Hammer
ACT! Fanatic