Hi,
I am trying to create a "broker" custom field in lead which is a lookup field (lookup from contact) and have it convert to a new "broker" custom field in contacts, accounts and deals. I understand that all of these fields need to have the same properties in order for me to link them.
However, I cannot choose the same lookup for each module as I cannot lookup contact in the contact "broker" field.
If I choose single line custom field then everything is fine. However, I cannot figure it out for lookup custom field.
Thanks!