Attach Existing Lead to Existing Opportunity (including attachments)

Ramsay Smith
Ramsay Smith 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

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  • Andre Vill
    Andre Vill Posts: 138
    100 Comments Second Anniversary 5 Likes First Answer
    edited July 1 #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.