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Transfer Pending Activities from Lead to Opportunity Using Copy Maps

edited Dec 30, 2025 8:53AM in Sales 1 comment

Hi Everyone,
As per the standard procedure, when a Lead is converted to an Opportunity, all associated activities are transferred by default, regardless of their status. However, we have a requirement to transfer activities only if their status is Pending, i.e., excluding activities that are Completed or Cancelled.

Please advise us on how we can configure this using Copy Maps to achieve this selective transfer of activities during lead conversion

Thank you.

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