Associating an event lead custom field with a function custom field
-
Select . The Associate Lead/Function Custom Fields
page is displayed.
-
Select a function custom field to which an event lead custom field must be
associated.
Note:
- The value specified in an event lead custom field is defaulted in
the associated function custom field when the event lead is
converted to an event.
- You can associate an event lead custom field with a function custom
field, only if the field type of the custom fields is same.
- To view the associated custom fields on the Event Lead details and
Function details page, you must add the custom fields to page
layouts.
-
Click Save.