Attach Existing Lead to Existing Opportunity (including attachments)

Ramsay Smith
Ramsay Smith Member Posts: 3

Can we have an option to associate an existing Lead with an existing Opportunity (including the associated notes and emails). We often have leads that drive towards a bigger existing opportunity - we can currently only associate the person record as a Participant, and this doesn't bring across their associated correspondence

0 votes

· Last Updated -


  • Andre Vill -
    Andre Vill - Member Posts: 137
    First Anniversary Name Dropper First Comment 5 Likes
    edited July 2022 #2

    Hi Ramsay!

    There might be a better solution for this, but i would maybe just make the Lead into an opportunity and then merge those two together.