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Custom Opportunity Field that Sources Field on Customer Record
I want to have a territory field in the opportunity record that sources the territory field on the customer record, to reduce errors in data entry. How do I do it?
I have tried to add the new transaction field:
Type= List/Record
List/Record= ?? (I have tried multiple, but I always get an error message)
Store Value= False
In sourcing & filtering, what do I need to choose in source list and source from??
THANKS!!
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