You need to sign in to do that
Don't have an account?
Dave Scott
General Comments Not carrying over when lead is converted
Hi all, really hope someone can help with this issue.
We have a situation where a user will type in a whole heap of comments for a particular lead, however when the lead is converted to an opportunity, these comments are then lost and don't carry over.
Is there anyway I can fix it so that the comments that are input for a lead are carried over when converting a lead?
I am very new to Salesforce so the simplist explanation would be much appreciated!
Many thanks,
Dave
Did you do the field mapping? Go to customize, click on leads, then fields. Down where you can select to add custom fields their is a button that say "Map Lead Fields" that has everything to do with where the data from the lead flows to when it is converted.
You may have to create a custom field on Ops so that you have something to map it too...
PB