I create a Lead.
In this new Lead I add a Post.
I save this and after that I qualify the Lead.
When I go to Opportunity and select the one I just created, the posts are gone.
Can not find it anymore
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Thank you, BobbyC & Prashant, for your answers and help.
I will check both suggestions.
Hi!
I would like to recommend checking out Tenfold. Tenfold is a CTI solution that can integrate with over 150 phone systems seamlessly. Tenfold also offer features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also offer MS Dynamics integration
You can create workflows to copy lead activity feeds to opportunities
Or you can create a plugin
Hi Glenn,
I hope I'm not going to be banned for providing names on the forum. I'm using Power One View from Power Objects and it works great for me.
Hi BobbyC,
Which addon do you use?
Hi Prashant,
and how will it be visible in Opportunity?
Hi Glenn
its not gone, its on the wall of lead and not opportunity. If you click on 'Qualify stage' of business process flow, you go back to lead form and see it there. This is the default behaviour of CRM
Hi Glenn,
If you are referring to the posts in the social pane, these will not be passed over to Opportunity. I'm using a 3rd party addon to show these.
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