Before You Begin
You must have administrative access to customize PAA module fields
Identify which specific fields you want to populate from the intake opportunity
For workflows, ensure you understand the trigger conditions needed
Method 1: Reference Fields (Real-Time Sync)
Reference Fields create a live connection between PAA and the parent intake opportunity. Changes in the opportunity field automatically reflect in the PAA.
Steps:
Navigate to the PAA module in your CRM
Click Customize → Module Fields & Layout
Click Add Custom Field
Select ReferenceField as the field type
Under Associated Field Name, search for and select the field from Intake Opportunities that you want to reference
Configure the field name and any display settings
Save the new reference field
Expected Result:
The Reference Field will automatically display data from the parent opportunity. Any changes made to the source field in the opportunity will immediately sync to the PAA since it's referencing the same data source.
Method 2: Workflows with Cross-Module Updates
Workflows allow you to set up automated field updates based on specific conditions or triggers in the intake opportunity.
Steps:
Navigate to Settings → Automation → Workflows
Create a new workflow or edit an existing one
Set the primary module to Intake Opportunities
Configure your trigger conditions (e.g., when certain fields are updated, status changes, etc.)
Add a workflow action using the Cross-Module Update Fields feature
Select PAA as the target module for the field updates
Map the intake opportunity fields to the corresponding PAA fields
Save and activate the workflow
Expected Result:
When the workflow conditions are met in the intake opportunity, the system will automatically update the specified fields in the related PAA record.
Choosing the Right Method
Reference Fields: Best for real-time data syncing where you want the PAA to always show current opportunity data
Workflows: Best for complex automation rules, conditional updates, or when you want to copy data at specific points in the process
Troubleshooting / Common Errors
Reference fields showing incorrect data: Verify the reference field is mapped to the correct intake opportunity field, not to leads or other modules
Workflow not triggering: Check that your trigger conditions are properly configured and the workflow is active
Fields not appearing in dropdown: Ensure the target fields exist in both modules and have compatible data types
💡 Tip: Reference fields were incorrectly mapped to leads in the original conversation. Always double-check that your reference fields point to the intake opportunity fields, not lead fields.