Tech Support > Microsoft Windows > Windows CRM > notes / attachments not migrating when lead is converted
notes / attachments not migrating when lead is converted
Posted by Bahj on October 30th, 2003


I am building out our processes right now. When I put
notes/attachments on a lead and then convert it to an Opportunity /
Account / Customer - it disappears... anyone know what could be
causing this...

I looked to see if there was some mapping info under the deployment
manager but could not find anything...

Thanks!

Laurie

Posted by Kristina Ledford on October 30th, 2003


Notes/Activities stay with the lead - they do not convert.... on your new
account - click on the link to the lead and you will see the notes there...


"Bahj" <lauriebaggio@yahoo.com> wrote in message
news:24303686.0310301307.6c839c36@posting.google.c om...


Posted by on October 31st, 2003


It is, however, possible. At least one consultant has
written something to do just this... (I'm personally
hoping it's an option in 1.2).