Tech Support > Microsoft Windows > Windows CRM > Loose notes and activities when convertinf Lead???
Loose notes and activities when convertinf Lead???
Posted by hank on June 9th, 2004


Hi there.
I have done some testing with the conversion of Leads.
I see that when converting a lead, none of the notes or
activities make it into either the account, contact or
opportunity...
Is this right?
Seems pretty illogical if so...

Hank

Posted by Erik on June 10th, 2004


Hank,

Yes, that's the way it works. All information, that is
stored as note or activity remains with the subject, it is
added to and will not be converted. As I have read, in the
next version (2.0), things will change on this.

Erik.