If I have a lead that has been converted to a Contact can I delete the converted lead if there are notes attached to the lead and leave the contact?
You only can delete a converted Lead (or any other record) via LogicHook.
Hi Sheila McPhail,
Since you can manually delete a Lead record from the user interface, I interpret the implication of your question as about what impact the deletion of a converted Lead with a Note history will have upon that Note history.
If the Notes are related to the Lead, not the Contact, then when the Lead is deleted the Notes will be orphaned, as is the case with other relationships when a parent record is deleted.3
I hope this helps!
Wouldn't it make sense to automatically tansfer all related records in a Lead to the Contact when converted? It makes sense that platform managers want to keep the databases tidy and not have duplicates, but it also creates more work because then there are records that need to be manually transferred over.
While converting your lead to contact or account , eventually the whole history of your choice should be "move" or "do nothing" to new record which sugar already providing you from admin -> system settings->
now you need to create an after save hook which will see lead new status to "converted" , if found , you need to use mark_deleted() function.
Lorraine So Ashish is correct. However, this will not move custom related records.
I personally do not like deleting records. You can use filters to hide the converted Leads or write custom visibility rules to hide them from Global Search.
Can I ask why you feel the need to delete a converted Lead?
That's a very common requirement as Lead is already moved to next level, that means it does not needs to be sitting there as a lead ie person/company is already under either contact or account.
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