I want to move the Email(S), Contact Name (First & Last) and Account into Opportunity module on lead conversion so if someone convert the lead these information need to copy into Opportunity module as well.
You can cannot cannot move history from the lead to the opportunity you can however move the leads activities to the opportunity and other modules on conversion.
You can move the contact first/last name to the opportunity module during conversion (This is given that you have the fields in an opportunity to hold this). Ideally you would create a workflow that would do this for all new opportunities created.
Given you create an Account and Opportunity during conversion, the Opportunity will then relate to the Account
I’ve added snapshot of what the workflow should look like (i.e it should look similar to this)
An explanation of the image
- condition is that if the contact contains a lead which has status converted (Meaning that it was converted into a contact via a lead) then
- i want to modify the related opportunities so that the Opportunity name = first name of the contact.
- obviously the fields arent exactly to what you have but it is something similar and how i would approach it
hope this helps
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