Pulling information from Accounts into Deals
Hi,
We currently have it set up so that in our Deals we have an accounts name lookup. When this is filled out is it possible to pull information from the account look up to populate other boxes?
Essentially in the Accounts we have a box for self bill, this is also shown on the Deals however currently has to be manually entered after adding the Accounts name. I want it so that when a user fills in an account name it auto populates the self bill box in Deals if the self bill box is ticked in Accounts.