Lead Source Not Automatically Updated When Creating an Opportunity from a Contact
|Knowledge Article Number||000199210|
|Description||The value in the "Lead Source" field of a Contact record is designed to be carried over when creating an Opportunity from the Opportunities related list. Some organizations may find that upon creation of the Opportunity, the Lead source does not get automatically populated.|
|Resolution||In order for the Lead Source field to populate from related Contacts to new Opportunities, check the following:
1. Lead Source field must not be set to Read-Only.
2. Picklist values must not differ between Contacts and Opportunities objects.
3. Ensure there are not multiple related lists in the Page Layout Editor (for Contact layouts) named Opportunities. This functionality will only work for the standard Opportunities related list.