Recover attachements and feed in opportunity created from lead

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

Denis Bidukha,

Thanks a lot, will try that out :)

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