How do I add Referral Source and Referral Partner fields to my opportunities in Workspan?


You can add Referral Source, Referral Partner and other custom fields to your opportunities in WorkSpan by using the Custom Fields feature. 

Custom fields are fields that you can define for your specific needs in various WorkSpan objects. Custom fields are accessible to all members on an object. Users including partners with access to an object can search and report on custom fields too

Also See:

Adding Custom and Company Fields

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