Discussions
Lead Source filter by Campaign Category on Opportunity
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?