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Qualified leads do not carry over notes (MS Dynamics)

Hi All,

Another CRM issue I am struggling with is when converting a lead to an opportunity any notes/ attachments that were associated with the original lead to not carry over to the opportunity. Is this a short fall of the CRM system or is there a work around for this?

Thanks,
A.
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Adma1
Asked:
Adma1
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2 Solutions
 
Feridun KadirPrincipal ConsultantCommented:
Is it a shortfall. Not in the sense is it a bug, that is how it works. In the opportunity there is a field that links back to the originating lead so you can trace back to the lead and look at the notes.

Do you really want the notes transferred or copied over to the opportunity?
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Chinmay PatelEnterprise ArchitectCommented:
in addition to what feridun said, you can always use a custom code(plug-in) to copy over existing notes.
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Adma1Author Commented:
Thanks Feridun and Chinmay for your responses.

Feridun, could you please provide a bit more info on the following  " In the opportunity there is a field that links back to the originating lead so you can trace back to the lead and look at the notes."

Where do I find this field?
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Feridun KadirPrincipal ConsultantCommented:
It is on the opportunity form (unless removed via customization in which you can add it back to the form) and is labelled Originating Lead.

The field is populated if you convert a lead to an opportunity.
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Adma1Author Commented:
Thanks Feridun, that worked great.
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