- Converting Leads in 4.0 appears to lose Notes entries
- Posted by skyp2 on February 18th, 2008
When I Convert a Lead the Account, Contact and Opportunity records are
created just fine. All the data in the Lead record is transferred to logical
places in the Account, Contact and Opportunity records except the Lead Notes
entries. They don't seem to appear anywhere in the 3 new records. Am I just
missing them somewhere where I'm not looking? Or is there something I should
do differently to cause them to be copied to at least 1 of the new records?
Thank you for any help!
- Posted by Michael Cross on February 19th, 2008
Notes have never been copied from the Lead to the converted records (Account,
Contact, Opportunity). Insteady, you would access the notes on the lead from
the Originating Lead attribute that is on the Account, Contact, and
Opportunity.
Michael Cross
Microsoft CRM Consultant
Navint
http://www.navint.com
"skyp2" wrote:
- Notes in Leads... (Windows CRM) by Dan B
- Notes from leads to accounts ? (Windows CRM) by Help needed
- transfering notes when converting leads (Windows CRM) by WiLLerZ
- Converting notes over when converting leads to contact/accounts/op (Windows CRM) by CEC_BEN
- Converting Leads (Windows CRM) by Jbig
