CRM On Demand - Administration (MOSC)

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Auto-populate fields when creating a record from Account page

edited Dec 30, 2013 5:47AM in CRM On Demand - Administration (MOSC) 1 commentAnswered
When my business creates a new record (lead, opportunity, contact) from the account page we would like certain fields to auto-populate information from the account record (for instance the name of the account, location, business market, etc.).

Is there a way to do this?

Thanks.

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