- Notes in Leads...
- Posted by Dan B on April 26th, 2007
CRM 3.0 - Notes in Leads don't follow to the account that is created when
Lead is promoted.
If I enter a note on the Notes Tab in a lead, I want to have those notes
copied to the Account that is created from that lead. Is there a way to
make this happen?
- Posted by John O'Donnell on April 26th, 2007
Activities and notes on leads are not moved to a contact or account when
qualified. The thinking was that you can still access the original lead
therefore there was no need to copy this information across. That said it
would be possible to write a solution to copy the activities and notes over
to the resulting account or contact. However at this time this solution has
not been written so you would need to dig out the SDK and visual studio and
get coding :-)
==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com
"Dan B" <na@na.com> wrote in message
news:66780437-AF88-4A0E-9DD7-2BB7C58FAC6F@microsoft.com...
- Posted by Dan B on April 26th, 2007
Too bad their thinking didn't include the fact that most people want all
their information in one place and don't want to have to jump between
accounts and leads to find what they are looking for. They should have
atleast given the option.
Thank you, though, for your explanation and insight. I appreciate it.
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
message news:%231FBp6CiHHA.1244@TK2MSFTNGP04.phx.gbl...
- Posted by John O'Donnell on April 26th, 2007
I believe this issue was logged as a bug so hopefully will be corrected oin
the next release
==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com
"Dan B" <na@na.com> wrote in message
news:E304C334-C20F-4744-8649-B114F2664ED8@microsoft.com...
- Posted by Anne Stanton on April 29th, 2007
Technically this is a business process type dilemma. The design of the
software is that the leads pool is used to qualify leads.. once a lead is
qualified (first touch) convert it to an Account/Contact and market the
Account Prospect. Then track all the historical dealings.
--
Anne Stanton, MBSCP-CRM
President, The Norwich Group
Principal, GlobalBrain LLC
The CRM Lady at www.CRMLady.com
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"Dan B" <na@na.com> wrote in message
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