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Lead timeline notes move to account on qualify

Posted on by 83

Hello,

Currently when you enter a note on a lead timeline and qualify that lead to account/contact/opportunity. That note that was on lead is only visible on opportunity record. Is it possible to also move that same note to account record also?

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Lead timeline notes move to account on qualify

    Hi GKavaliauskas,

    This is one by-design feature.

    Maybe you can try to use flow to copy notes from lead to account automatically.

    If the account is new created automatically after you qualify the lead, you can refer to the following link to create the flow:

    https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Dynamics-365-Copy-a-Qualified-Lead-s-Notes-to-a-New-Opportunity/ba-p/199769 

    When you select account on the lead form, which is on the 'Parent Account for lead' lookup field.

    pastedimage1684304070011v1.png

    pastedimage1684304223709v3.png

    If so, you need use this lead change as trigger on the flow.

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