how to Coppied Qualify Lead Activities into contact and opportunity
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mercredi 23 mai 2012 14:03whenever a Lead is qualified as a contact and opportunity, all the
activities from Lead gets copied to Opportunity as well as Contacts. To see the
activities you will have to see all the activities which include Related
“Regarding” Records.
Toutes les réponses
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mercredi 23 mai 2012 14:45I want to copy lead activities on opportunity when lead is qualifiy.
- Fusionné Andrii ButenkoMVP, Moderator mercredi 23 mai 2012 14:48
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mercredi 23 mai 2012 14:47I want to copy lead activities on opportunity when lead is qualifiy.
- Fusionné Andrii ButenkoMVP, Moderator mercredi 23 mai 2012 14:52
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mercredi 23 mai 2012 14:48I want to copy lead activities on opportunity when lead is qualifiy.
- Fusionné Andrii ButenkoMVP, Moderator mercredi 23 mai 2012 14:49
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mercredi 23 mai 2012 14:53Modérateur
Riaz,
Please don't create duplicated threads!
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mercredi 23 mai 2012 16:41Modérateur
you need to write plugin on QulifyLead, you can find out all activitis of lead and create them to opportunity.
you can refer : http://msdynamicscrm4all.blogspot.in/2011/09/get-all-account-and-contact-entity.html can change it accordinly to get all activities for lead in ms crm 2011.
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Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.- Proposé comme réponse Mahender PalMVP, Moderator mercredi 23 mai 2012 16:41
- Marqué comme réponse Riaz Usmani lundi 25 juin 2012 14:58