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Entering the Opportunity Role on the Lead

John Boyes

I want to put an "Opportunity Role" field on the Leads module that when the Lead is converted places the Role value in the opportunities_contacts relationship. Has anyone done this before? If not, any suggestions on the best way to go about it?

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    I have never tried it before, however I can suggest the following steps:

    • Create a dropdown on Leads with the same list behind the opportunities_contacts relationship (opportunity_relationship_type_dom)
    • Create a logic hook after_save on Opportunities which fill in the relationship the appropriate value from that custom field.
    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    I have never tried it before, however I can suggest the following steps:

    • Create a dropdown on Leads with the same list behind the opportunities_contacts relationship (opportunity_relationship_type_dom)
    • Create a logic hook after_save on Opportunities which fill in the relationship the appropriate value from that custom field.
    André Lopes
    Lampada Global
    Skype: andre.lampada
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