My company has just started using Contracts. We would like our sales reps and managers to create the Contract from Opportunities. I added a custom field called Opportunity__c which is a lookup to the Opportunity.
The issue I am facing is that when a Contract is created from the Opportunity under the Related Lists section, the Account Name lookup field is not being populated with the opportunity account. This causes the sales rep or manager to have to search for it and enter it manually. It would be nice if they didn't have to do that.
I thought I could build a Process or Workflow Rule that would populate that when a record is created. However, the Account Name field defaults to NULL and is required upon creation.
Does anyone have any suggestion on how I could get the standard Account Name field on the Contract to auto populate when a Contract is created from the Opportunity?
Thank you so much in advance!