Hi
I am trying to work if it is possible to move/copy notes, emails, calls etc from a Target to Lead when the Target is converted.
It seems odd that this doesn't happen automatically like it does for Leads to Contacts.
Any pointers very much appreciated.
Hi Joe Carter
It can be done by a LogicHook after_save on Leads. Inside that LogicHook you have to double check if the Lead had been converted and then copy all the Activities from its to converted beans.
Kind regards