Can I Transfer Notes and Tasks When I convert Lead to Deal?

Smiley
Smiley Member Posts: 7 VERIFIED MEMBER
Photogenic Name Dropper First Comment
in Sales CRM #1

I am brand new to Pipedrive. When I convert a Lead to a Deal, the Notes and Tasks do not transfer to the Deal. Same thing with converting a Contact to a Deal. How can I make these conversions so that the Notes and Tasks are carried to the new status?

Answers

  • Brand2
    Brand2 Member Posts: 41 VERIFIED MEMBER
    10 Comments 5 Likes Name Dropper First Answer
    #2

    It should be under the organization. It wont be under the deal notes but the overall notes are still there under the people/organization that you originally had tags. The function you are asking for causes some issues with synchronization in other ways which is why it doesn't exist.


    You are using the lead feature incorrectly as a lead would not just turn into a deal.


    The intended use of Lead section - is to indeed have a prospect person who you do not have enough information about to add then as a contact person.

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