Transfer tracking notes from lead to opportunity

Hi all,

We have a customer who would like for any tracking notes created against a lead be transferred to the opportunity when the lead is converted so that they can see the tracking note history from when it was a lead. Is anybody able to recommend the best way to do this?

Regards,

Ross.

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  • 0 in reply to Ross Woodruff

    The tracking data is read from the progress table associated with the entity. These are controlled by the DLL. I would suggest that it can't be done because the tracking is linked to the workflow progress on the lead. You can't put the lead tracking on the opportunity as the records would show that the tracking started before the opportunity was created.