Hi everyone,
I am quite new to CRM and i stumbled over a nice little problem here.
What I am trying to do is I do have a field in the business process flow of the opportunity which asks me to add an existing contact if there is one. Same for an existing company.
Below in the form of the opportunity I do have all the fields concerning the contact data and the adress data of the company.
Is it possible to match those fields, so if someone enters an exisiting contact in the business process flow the data from this contact is added in my fields below?
If you have any questions or if I do express myself unclear at any point feel free to ask. I am more then happy to read your suggestions.
Best regards
Daniel