How to map fields when creating a record from a related list?
Hello!
When I create a "Deal" from a "Contact" (Going to the Deal related list and clicking in "+ New Deal") I would like that some common fields would be mapped (like when converting a lead into a contact).
Is this possible?
If not, would you suggest me a workaround?
Some information that was captured on a "Contact" record needs to be taken into the new Deal record created related to that contact.
Thank you!
Juan