Fields to Prepopulate When Creating TSOs Using Fan Finder

Would like to be able to pre-populate other fields that are available on the activity screen when creating activities and opportunities through the fan finder. Currently we are limited to only a few fields, but if they are available on the activity screen it should be able to be populated automatically when the opportunity and activity is assigned. We want to be able to get as accurate data as possible, while also limiting the number of clicks a sales rep needs to do when filling out information in CRM and this would help us achieve that goal.

  • Guest
  • May 16 2019
  • Future consideration
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