Tech Support > Microsoft Windows > Windows CRM > Lead to Opportunity, notes don't copy
Lead to Opportunity, notes don't copy
Posted by Joseph on January 19th, 2004


When converting a Lead to an Opportunity why won't the
associated notes in the lead copy over to the opportunity,
contact, account'?
Is there anyway to force that?

Posted by GreaterThanTwo Media on January 19th, 2004


Hi Joseph, it's because the notes are associated with the Lead, not the
Opportunity.

You could write a post-callout to copy the notes to the opportunity when
it's created.

Mike


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