- Phone call not filtering through to accounts
- Posted by IsoChick on September 5th, 2005
We've just noticed that when we've assigned a phone call (and completed it)
to a lead, and we convert the lead to an account and a contact, the phone
call compeletely disapears and is not in the contact activites history. You
can only find it by going into the closed lead and activities.
How can we get the phone call to filter through to contact/account?
Thanks
Shelley
- Posted by MattNC on September 5th, 2005
There's no way to do this in CRM. The "Originating Lead" field on the contact
form is supposed to serve this purpose. You can click the link in this field
to open the lead and view its history of activities.
--
Matt Wittemann
http://icu-mscrm.blogspot.com
"IsoChick" wrote:
- Posted by Matt Parks on September 6th, 2005
v3.0 will offer a view that will show this. Till then, if it is critical
for you, c360 has an addon that will help.
--
Matt Parks
MVP - Microsoft CRM
"MattNC" <MattNC@discussions.microsoft.com> wrote in message
news
296213F-5BC0-43F2-98D8-5B9FB6FB0FEF@microsoft.com...
There's no way to do this in CRM. The "Originating Lead" field on the
contact
form is supposed to serve this purpose. You can click the link in this field
to open the lead and view its history of activities.
--
Matt Wittemann
http://icu-mscrm.blogspot.com
"IsoChick" wrote:
