Notes do not follow lead to account creation

• 05-01-2008 12:10 PM

  Steve Beckett Joined on 05-01-2008 Posts 2	Notes do not follow lead to account creation Reply Contact How can I get the notes I enter into the lead main form to carry over to the account main form?

• 05-09-2008 3:10 PM

  In reply to

  BillP Joined on 01-24-2008 Redmond, WA Posts 23	Re: Notes do not follow lead to account creation Reply Contact Are you using the description field for notes? With CRM 4.0 workflow, you can use a workflow rule to update the Account, Contact or Opportunity data objects with the value from the Lead record upon lead conversion.   Bill Patterson Director, Product Management Microsoft Dynamics CRM Online (o) 425.722.7987 (e) bpatter@microsoft.com
  	Tags: Bill Patterson

• 05-31-2008 11:16 AM

  In reply to

  Steve Beckett Joined on 05-01-2008 Posts 2	Re: Notes do not follow lead to account creation Reply Contact No we use the "notes" field for notes.  I think BCM is a much better program.

• 06-18-2008 5:45 PM

  In reply to

  BillP Joined on 01-24-2008 Redmond, WA Posts 23	Re: Notes do not follow lead to account creation Reply Contact I agree that BCM offers some great solutions here, but CRM will give you a better relationship platform to tie your notes to - specifically across custom business objects. Bill Patterson Director, Product Management Microsoft Dynamics CRM Online (o) 425.722.7987 (e) bpatter@microsoft.com
  	Tags: Bill Patterson

• 11-26-2008 2:05 PM

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  swilson Joined on 11-26-2008 Posts 1	Re: Notes do not follow lead to account creation Reply Contact Hi   - Is there a simple way of the notes transfering/copying from the lead to the opportunity?