Notes do not follow lead to account creation

Last post 05-09-2008 3:10 PM by BillP. 1 replies.
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  • 05-01-2008 12:10 PM

    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
    • Top 25 Contributor
    • Joined on 01-24-2008
    • Redmond, WA
    • Posts 9

    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
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