disappearing notes RRS feed

  • Question

  • when converting leads into accounts, notes that have been entered in the lead's notes and activities notes field, do not get added to the accont that is created.

    anyone experience this and/or have a fix?



    Monday, January 13, 2014 4:34 PM

All replies

  • Jamie,

    OOB Lead conversion functionality doesn't copy the notes. You can refer to the notes by viewing the deactivated lead. That said, you can achieve what you are after using a plugin. Refer this 

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, January 13, 2014 5:04 PM
    Monday, January 13, 2014 5:04 PM