Converting Lead including History/Attachments

English Language - Forum 💬 General Discussion
1

Hello all,

I have some Leads, and they include some Activities and Documents.

Now I’d like to convert this Leads to Contacts, that’s not a problem. But when I do this, I loose all Activities and Documents.

So I have just a Contact whit de informations, but not anymore the history.

Is there a possibility to convert a Lead including the Subpanels?

Thanks and regards

2

You might be able to do this with workflow. Changing or adding the relationship of the notes, docs, etc

3

Ok so I got it working through worlflow.

After you mentioning this i though, that’s a good idea.

In this scenario I have a lead, I created.

Under that lead i created a note, so we start there.

Next go to Workflow and create one, I called it LeadConv.

[table]
[tr]
[td]Name:[/td]
[td]LeadConv[/td]
[/tr]
[tr]
[td]Assigned to:[/td]
[td]Administrator[/td]
[/tr]
[tr]
[td]WorkFlow Module: *[/td]
[td]Leads[/td]
[/tr]
[tr]
[td]Status:[/td]
[td]Active[/td]
[/tr]
[tr]
[td]Run:[/td]
[td]Always[/td]
[/tr]
[tr]
[td]Run On: *[/td]
[td]All Records[/td]
[/tr]
[tr]
[td]Repeated Runs:[/td]
[td]Unchecked[/td]
[/tr]
[tr]
[td]Description:[/td]
[td]Write a description of your workflow etc…[/td]
[/tr]
[/table]

Then under conditions I have

[table]
[tr]
[td]Modules[/td]
[td]Leads[/td]
[/tr]
[tr]
[td]Field[/td]
[td]Status[/td]
[/tr]
[tr]
[td]Operator[/td]
[td]Equal To[/td]
[/tr]
[tr]
[td]Type[/td]
[td]Value[/td]
[/tr]
[tr]
[td]Value[/td]
[td]Converted[/td]
[/tr]
[/table]

Under Actions I did

[table]
[tr]
[td]Select Action :[/td]
[td]Modify Record[/td]
[/tr]
[tr]
[td]Record Type:*[/td]
[td]Notes : Notes[/td]
[/tr]
[/table]

Add 2 field actions
[table]
[tr]
[td]Parent ID[/td]
[td]Field[/td]
[td]Account ID[/td]
[/tr]
[tr]
[td]Parent Type[/td]
[td]Value[/td]
[td]Account[/td]
[/tr]
[/table]

After that I had all the notes be converted to the Account where the Lead was converted to.

I’m sure you can repeat this process for documents, calls, of anything really. And to any module.

I hope this helps, I know I will start using this myself. Great Idea.

Please contribute to any cool things you do so we can help build this community.

2 Likes
4

ITS even easier than that.

Go to Admin>System Settings> Lead Conversion Options and set it to Move or Copy instead of nothing…

Seriously thats it. I hope this helps!

5

But that option doesn’t copy/move the documents or notes.