Aly
12/21/2025, 7:51 PMCeligo AI
12/21/2025, 7:52 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you can use the 'Source From' field to source the lead source from the prospect record to the opportunity. However, if you are unable to source the field directly, you can use a workflow or a non-stored formula field as a workaround. Here are the steps to source a field: 1. Navigate to the custom field that you want to auto-populate on the opportunity. 2. In the 'Source From' field, select the corresponding field from the prospect record. If the 'Source From' field is not working as expected, you can create a workflow to copy the value from the prospect record to the opportunity: 1. Create a new workflow that triggers on the creation or editing of an opportunity. 2. Add a 'Set Field Value' action that sets the value of the lead source field on the opportunity to the value of the lead source field on the associated prospect record. Alternatively, you can create a non-stored formula field: 1. Create a new custom field on the opportunity. 2. Set the 'Formula' field to reference the lead source field on the associated prospect record. 3. Make sure to set the 'Store Value' field to 'No'. Please note that the exact steps may vary depending on your specific NetSuite setup and requirements. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
12/21/2025, 7:52 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848144531
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842529356
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841552734
Celigo AI
12/21/2025, 7:52 PM