Tech Support > Microsoft Windows > Windows CRM > Mapping Lead Notes when converting
Mapping Lead Notes when converting
Posted by MDV1457 on April 21st, 2008


Has anyone come up with an approach to handling the mapping of Notes when it
starts on a Lead and is then converted to an account, opportunity, and
contact? Our users find it a pain to have to refer to back to the
originating lead for the notes.

Thanks for the help!

Posted by Peter Hale on April 21st, 2008


If you really need them moved write some code to transfer them - it's not
that hard - refer to the SDK

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