Activities in the converted lead to the opportunity

[franziska_welte]

Hello,

please let me know, is it possible to transfer the activities in the lead to the opportunity during the conversion? So the acitivities should be link to the leads and opportunities.

Best regards

Franziska

[Vishwas1]

Hi Franziska.

Julius is right. You have to consider SDK to create a link between the Activities in lead and newly created Opportunity. Same set of activities will then have Lead as well as the opportunity as predecessor.

But please evaluate the business scenario as Julius suggested. When you are converting a lead, it means that you have completed all the activities as part of it. Taking the completed activities forward to opportunity will then just be for reference. Document Flow in opportunity will give a holistic picture of the same by standard.

Regards

Vishwas