A new knowledge base article has been published on our support portal.
Our business requirement is that when a user Qualify’s a Lead record & an Opportunity gets created we need to move any notes that users entered on the Lead entity across on to the Opportunity.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- It detects that when a new Opportunity is created if it has an Originating Lead ID
- If yes the formula will first retrieve all notes related to the Lead
- Then it will change the reference guid (i.e. Move) the Note from the Lead to the Opportunity