We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey

Discussions

Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
We’re ringing the bell so you know what that means… LAST CALL! This is your last week to register for #SuiteWorld at our early bird special rate and save $300. Join us for our biggest event of the year and learn more about how your business can get the most out of our system. https://lnkd.in/enaAr8p8
Release 2022.2 is Coming! – Get Ready with your Release Preview Account
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Please note that the NetSuite Support Community will perform forum maintenance today (August 11, 2022) between 4PM - 5PM EST. We are reserving 1 hour for this maintenance, however we expect to complete this task in approximately 15 minutes. We apologize for the inconvenience.

Lead Source filter by Campaign Category on Opportunity

edited Apr 14, 2022 11:11PM in Ask A Guru 3 comments

I want sales reps to select lead sources on their opportunities based on the category. I created a Campaign Category called Cross Sell and created a campaign with the category. When creating a new lead if I select the Cross Sell category the Lead Source pick list is filtered to Cross Sell campaigns. When creating an Opportunity there is no such filtering. After selecting the category I still need to scroll through the entire lead source list.

How do I make the filtering on Opps work the same as it does on Leads?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

This Week's Leaders

This Month's Leaders

All Time Leaders