Hi,
I added some custom fields to Leads, Customers to calculate a Lead-Score with a formula Field. If I convert the Lead the data and everything is transferred correctly to the fields in the customer record.
Now I want the same data in the Possibilities but read-only as a reference of the data entered in the customer record.
I thought that would be possible with lookup fields. But I did not get it working.
Do you have any ideas how to get this working?
Kind regards,
Torsten
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PastedGraphic-1 shows some of the custom fields that calculate the Lead-Score.
PastedGraphic-2 shows my try to get the data through a lookup field.