Activities and Related Entities

A question I get frequently from clients and internal users is whether or not activities are shared between related records. To be more specific, “What happens to my calls, emails, and tasks when I convert a lead to an opportunity?” Users get worried that the communication trail they’ve established within the lead will terminate when they begin working in an opportunity.

Great news! Not only does your communication trail carry over to the new opportunity, it also carries over to the newly created account and contact as well!

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