Question

Lead Activities transfer to Opportunity

  • 17 February 2023
  • 1 reply
  • 86 views

Userlevel 5
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We communicate back & forth with potential customers at Leads, but when we convert to an Opportunity those activities don’t flow to the Opportunity.

 

Having this activity visibility on the Opportunity is critical. Is there a way to have this flow on conversion to Opportunity?


1 reply

Userlevel 7
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Hi @jwarren 

There’s currently nothing that would copy the Leads Activities to Opportunities Activities. They are linked however. If you are on the Leads screen, you can see the linked Opportunity. Same with the Opportuniy.

What you are looking for would need to be a customization or you could add it for an idea for a future release of Acumatica. 

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