Associating a lead custom field with an event custom field
-
Select . The Associate Lead/Event Custom Fields page
is displayed.
-
Select an event custom field to associate with an event lead custom
field.
Note:
- The value specified in an event lead custom field is defaulted in
the associated event custom field when the event lead is converted
to an event.
- You can associate an event lead custom field with an event 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
Event details page, you must add the custom fields to page
layouts.
-
Click Save.