Converting lead to company

Hi

is it possible to copy across notes and communications when converting a lead to a company?

Parents
  • The problem is that notes do not link to multiple records. You can configure notes to "roll up" from a person record to display on a company record but that's it. Copying notes from a lead requires creating new notes via a copy process, or you modify the record and entity IDs on the note to point to the opportunity, but that would take them off the lead.

Reply
  • The problem is that notes do not link to multiple records. You can configure notes to "roll up" from a person record to display on a company record but that's it. Copying notes from a lead requires creating new notes via a copy process, or you modify the record and entity IDs on the note to point to the opportunity, but that would take them off the lead.

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