Leads Notes to be visible in Opportunity Module when converted to opoortunity
When I convert a lead to an opportunity it would be helpful to see the notes from when I worked with that prospect before they were converted into an opportunity
10
votes
Anonymous
shared this idea
-
Curtis Barranoik commented
In addition to notes, all activity history, documents etc should be converted to the opportunity instead of the address book entry. This provides a better workflow when reviewing historical information regarding the lead-opportunity