Lead notes are not related to opportunity created from lead. Is this the default behavior? RRS feed

  • Question


    When I qualify a lead the notes from the lead are not related to the opportunity created. I have added several other 1 to n relationships that are working correctly, and the other default relationships are working correctly.  Should the notes also carry over or does that have to be configured?

    Ray Casey
    Thursday, December 8, 2011 6:30 AM

All replies

  • Hi,

    The notes added in lead it wont come in opportunity.


    Thanks & Regards, MS CRM Consultant, V.Surya.
    Thursday, December 8, 2011 9:54 AM