SOLVED

Help with Populating Custom Field from Opportunity

Go to solution
solson2
Level 3

Re: Help with Populating Custom Field from Opportunity

I cannot. When I am on the Opportunity Info, I get the message "This person has no opportunities." That's what made me think of a workaround that would allow me to set up a campaign that could populate a new custom lead field with the info as it comes over from CRM. Am I completely off-base?

SanfordWhiteman
Level 10 - Community Moderator

Re: Help with Populating Custom Field from Opportunity

If you can’t see them on the tab, then they’re not in Marketo and nothing you can do can make them accessible in Velocity, let alone in a lead field.

 

Looks to me like something is severely broken with your Opportunity sync.

solson2
Level 3

Re: Help with Populating Custom Field from Opportunity

I had a feeling this was the case. I appreciate your time and help!