How to auto populate Agreement Opportunity field, when clicking on Send for Signature button from Opportunity ?
Hello,
for context purpose I wish that my agreement is linked to Opportunity (so displayed on Opportunuty.Agreement related list) whatever the Agreement status is.
The behaviour that I expect is screenshot with this post and can be sum up as followed :
- From Opportunity Layout, clicking on button "Send for signature" make land on Agreement layout with Opportunity field automatically fulfilled with Opportunity record from I clicked.
For Sales rep, it will help productivity because the agreement is automatically linked with Opportunity.
I dig about Merge mapping and Data mapping features but seems to not being useful for that behaviour.
Thanks for you help