Patrick Gilliland
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Latest activity by Patrick Gilliland-
Patrick Gilliland commented,
I have tried the above method and it will not work for me. I have to save the record snd refresh the screen each time which is very cumbersome - any other tips. Sorry new and not a dev! Thanks ...
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Patrick Gilliland created a post,
Copy a value from and Opportunity to a new lead record,
In this scenario, I have imported a bunch of public properties from a register to an opportunity app. I would then like to create a new lead should the Opp respond to a direct mail. I have set the ...