Sales Rep for Customer

Harry B. shared this question 29 days ago
Answered

How can I add the Sales Red field to the Customer record?

Comments (3)

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You could add this as an optional field.

4815bf48e532b6d919ff4318506fc1d3

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But is that a different field that is used for a Lead/Event? Can you explain how Customers and Leads are the same or different?

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The lead is basically the event, a customer can have multiple events with different sales reps on each lead. I hope this makes sense.

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Ok if I create an Optional Field for the customer it will not transfer to the lead/event because each event can have a sales rep.

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Correct.

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