AnsweredAssumed Answered

Leads custom field that exists in Account

Question asked by Daniel Sigrist on Feb 1, 2016
Latest reply on Feb 14, 2016 by Hash Softech

Hi Gurus,

 

Is there a way to put a field in the leads module that already exists in the account module.

 

SugarCRM CE 6.5.22.

For instance, I have a request to insert a custom field in the leads that is the annual revenue of the company. If a put a custom field (_c), then, when the lead is converted I will have to enter the information again in the account part because the account already have a annual revenue field. So, is there a way to reuse the account field in the leads part in a way that, when I convert the lead, the revenue information will be in the account information?

 

all the best,

 

Daniel

Outcomes