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.
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.
Torrey Littleton commented
Dawn Townsend commented
This would be very helpful.