- 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
"Joseph" <anonymous@discussions.microsoft.com> wrote in message
news:015a01c3deb6$cb71e8c0$a301280a@phx.gbl...
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