Hi
is it possible to copy across notes and communications when converting a lead to a company?
Hi
is it possible to copy across notes and communications when converting a lead to a company?
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.
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.
*Community Hub is the new name for Sage City