i created custom fields for our needs and had them copy from lead into account and contact too. e.g. a dropdown picklist field called Appointment Location which tells our team where we meet the lead or later account/contact.
problem is, i would like to dynamically link some fields so that if i update either the options in the picklist or the selected choice in one area, it updates across other areas.
logical solution is to have single customer field that gets used across all 3 areas rather than having system create first field in leads and then replicate separate but wholly independent copies in other two areas.
am i missing something?
if not, is there a solution?
thanks.