How to pre-fill Deal Name on deal generation (edit form)
Hello Team,
I would like to pre-fill a system field (Deal Name) under the Deals module. Since this is a required field I would like to save some time by having this field pre-filled with the Contact Name + Account Name. This should be done when a user is trying to create a new Lead.
Can you please suggest a solution?
Best,
George Theodorou