Hi,
Does anyone know how we could transfer attachments and feed history from the lead to its corresponding opportunity when transferring to the sales team ?
Thanks,
Damien
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Hello Damien,
Thank you for your question. Your task may easily be solved by a Business Process:
- for files, you may use Element "Process File"
- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)
I hope my recommendation was useful for you.
Best Regards,
Dan
Hello Damien,
Thank you for your question. Your task may easily be solved by a Business Process:
- for files, you may use Element "Process File"
- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)
I hope my recommendation was useful for you.
Best Regards,
Dan