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NSC | Add the Created By Field in Opportunity Record

edited Aug 11, 2025 11:56PM in CRM

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

  1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
  2. Enter the following:
    1. Label: Enter Label
    2. Type: Select List/Record
    3. List/Record: Select Employee
    4. Store Value: Enter Checkmark
  3. Click 

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