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Qualify Lead - Activities Don't Transfer RRS feed

  • Question

  • When I qualify a lead the activities don't transfer over to the opportunity. Is there some setting so they get transferred? Btw, I am using a plugin to qualify a lead rather than using the build-in function. I am using the qualify function in the SDK so I would assume the behavior is the same as with the built-in qualify function.
    Monday, September 15, 2014 5:41 PM

Answers

  • Never mind, user error. In the lead form you only have to select "All Activities" to also see closed activities. For an opportunity, you need to set the same "All Activities" and in addition to that "Filter on: All Activities".
    • Marked as answer by hfaun Thursday, October 30, 2014 3:41 AM
    Monday, September 15, 2014 6:20 PM