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I am just wondering is it possible to link any activities completed on a lead to the account. Our team are currently working on leads and logging activities here, but under the account it is saying there has been no activities.
If someone could tell me how to link the two that would be great.
You could achieve this by creating plugin on create of account record.
Could you expand on this please?
Trigger plugin on create of account.
Inside plugin code retrieve all activities of lead using either fetchxml or query expression and create new activity record against account
Ideally once the lead has been qualified to an Account, all future activities and interactions should be recorded on the Account as that then acts as the base for all future actions in the pipeline like creating of opportunity or quotes.
If you have the regarding set to Lead for all the activities recorded on the lead, for a reference to the past activities you could add a quick view form on the Account to show the activities grid of the lead. This way you have reference to all past activities done on the lead record but once they have been qualified to account, all new activities here on should be recorded on the account.
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