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Former Member

Lost E-mail when convert Lead to Opportunity

Dear experts

     When a lead is converted to opportunity the e-mail registered in the lead is lost.

     Anyone know anything about this?

Tks

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    Former Member
    Oct 23, 2015 at 08:50 PM

    When you create follow-ups in C4C such as a follow-up oppty from a lead, it does not carry over the transactions (such as activities) from the previous document. In the case of "converting to opportunity" you are not really converting it, but instead creating a follow-up oppty from the lead.

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