Convert Lead - Transfer Notes on Lead to New Contact : SierraCRM

Convert Lead – Transfer Notes on Lead to New Contact

October 11, 2015

Convert Lead – Transfer Notes on Lead to New Contact

When a Lead is converted in SugarCRM the Notes attached to that Lead do not copy over automatically to the new Contact upon conversion. This tutorial of Process Manager Enterprise 2.5 workflow module for SugarCRM, explains how you can setup a business process that migrates the Notes from the Lead to the new Contact. In addition to Notes, any related object can be moved along side the Notes during conversion.

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