Transferring Attachments and Notes when converting a Lead to an Opportunity
11:27 Jun 30, 2025
Greetings,
I would like to transfer the Attachments and Notes field when converting Leads to Opportunities.
However, upon looking at the Section Wizard, these are what the fields look like. The Notes field is not an ordinary text field.
Here is the process triggered when converting Leads to Opportunities.
Can someone please help me out with this? Thanks in advance.
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