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Converting Leads with Activity

Received Response
edited Mar 2, 2017 3:22PM in Sales 4 comments


Can Activity be mapped for Lead to Opportunity?


By default, when a Lead is converted to an Opportunity, Activity and Notes are not mapped to that Opportunity.  When reviewing the Entity Mappings, the "From" list includes Account, Contact, and other sources (see the attached image), but nothing about Activity.

Is there a way that any Activity or Notes associated with a Lead can be mapped to the resulting Opportunity?  When the Opportunity is created, we don't want to lose visibility to any customer contact that happened previously. I realize that you could follow the trail back through the original Lead, but that would take too much time.

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