Add ability to link Opportunity to a Profile that served as a referral
We would like to link the profile of the Professional Advisor and/or Firm who brought a donor to our organization within the Opportunity. Currently we are using a Custom Field (Text) but would like the ability to link the opportunity directly to the profile of the referral source.
30
votes
Michelle Schneider
shared this idea
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Andrew Gaerte commented
This would be super helpful, we are moving our Salesforce information over and it would be nice to not have to create custom fields.
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Torrey Littleton commented
Thanks!
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Dawn Townsend commented
This would be very helpful.