web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notes disappear when L...
Microsoft Dynamics CRM (Archived)

Notes disappear when Lead is qualified

(0) ShareShare
ReportReport
Posted on by m@atlas 420

I've run into several instances whereby I have information recorded under the 'Notes' section of a Lead, and then once that Lead is qualified I lose this information.  It does not show up in the 'Notes' section of the resulting Contact, Opportunity, or Account that are created through the qualify process... What am I missing?  Is that information moved to a different area that haven't located, or does it just go away?  Any way around this?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Brian Begley Profile Picture
    Brian Begley 874 on at

    Notes do not roll up to the Account Contact or Opportunity upon qualification. They stay with the originating lead.

    A plugin could be developed to re-parent or copy the lead notes when they are qualified

  • Robinson Moses Profile Picture
    Robinson Moses Microsoft Employee on at

    Hello,

    This is by design, the notes stays with the original lead.

    This is how it used to work in CRM 2011 as well. As Brian and Guido suggested you can use plugins to achieve the desired result.

    Thanks.

    Rob Moses

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans