Carrying notes tab data from lead conversion to opportunity RRS feed

  • Question

  • Hi,

                My client requirement goes like when lead is converted to opportunity,data in notes tab must be carried to opportunity on conversion, i tried by mapping the entities of lead notes description and opportunity notes description, still no effect the data is not carried in conversion

    If any one has the idea of the same please give me the solution how to achive this

    Thanks in Advance

    Anil Kumar
    Sunday, March 8, 2009 5:32 PM


All replies

  • Hi,

    The notes created against a lead are not moved to new records when you convert the lead. This is "by design" and there is some rationale behind it - to which record should the notes be moved when you convert a lead to a contact, account andan opportunity?

    In order to accomplish your task, you may think of creating a plugin on the POST CREATE event of the opportunity. Check the originatingleadid field and take all the notes from that lead, create new annotation objects with the same content / attachments and link them to the newly created opportunity. Information on how to create plugins is available in the SDK here: http://msdn.microsoft.com/pl-pl/library/bb955365(en-us).aspx

    I hope that helps,
    -- Kuba Skałbania, Netwise
    Sunday, March 8, 2009 8:52 PM
  • Hi Anil
    I have a plugin like that on my website: http://dollerupit.dk/transfernotesfromlead.aspx

    Let me know if you need more help.


    Sunday, March 8, 2009 10:20 PM