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Custom Field determines Custom form
About 50% of the time, sales reps. need to generate a Custom Work Opportunity which has many form specific items.
About 50% of the time, sales reps. need a general Opportunity form.
I would like to make this easy for them so rather than have them select the form; I would like to prompt them with a custom field that then determines whether one form or the other is utilized. Any ideas on how to get this going?
I also would like to do this with Tasks but it is less critical.
Thank you.
Aaron
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