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NSC | Add the Created By Field in Opportunity Record
By including a "Created By" field on opportunity records, sales companies can enhance transparency, improve team coordination, and make more informed business decisions. It is a simple yet powerful piece of metadata that contributes to the overall effectiveness of sales management and strategy.
The Created By field is not available by default. As a workaround, a custom field can be created for this purpose.
Solution
Create the Custom field: Created By
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Enter the following:
- Label: Enter Label
- Type: Select List/Record
- List/Record: Select Employee
- Store Value: Enter Checkmark
- Click
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