I have had this question before and have seen others ask it; “How do I get the CRM to transfer my Target Notes/History section to Leads Notes/History when I convert a Target to a Lead?”
The answer I found that works for me is a follows:
Step 1: Create a relationship from Targets to Leads in Studio on a One To Many basis.
Log in as an Administrator then go to the upper right hand corner and open the Admin panel. In the Admin panel, scroll down to and select Studio. In the Studio window select Targets. In the Targets window select Relationships. In Relationships click the button that says ADD RELATIONSHIP. In the Proceeding Relationship panel select the Type as One To Many and select the Module as Leads. Hit SAVE & DEPLOY. Varify the new relationship in the relationship list that appears after you have saved and deployed it. The new relationship name I saw generated was prospects_leads_1.
Step 2: Create a Workflow Rule that validates a Targets ‘Lead ID’ variable with the a Leads ‘ID’ variable and commit actions.
Now under the ALL menu in the top nav bar, select Workflow and Create a new Workflow. In the Name field type whatever name suites you as this field is arbitrary. For the WorkFlow Module field select Targets. Make sure Status is set to Active. Set Run option to Always. Set Run On: to All Records. Check the box for Repeated Runs. Scroll down and click the ADD CONDITION button. For the condition set the following options:
-Conditions-
Module: ‘Applications: Applications’
Field: ‘ID’
Operator: ‘Equal To’
Type: ‘Field’
Value: ‘Lead Id’
Scroll down and click the ADD ACTION button. For the action set the following options:
-ACTIONS-
Select Action: ‘Modify Record’
Record Type: ‘Notes:Notes’
(Click ADD FIELD)
Field: ‘Parent ID’ - ‘Field’ - ‘Lead Id’
Field: ‘ParentType’ - ‘Value’ - ‘Lead’
The above should set the Notes to be displayed in a Targets corresponding Leads record Notes section instead of the Targets record Notes section. Due to the fact in my situation I no longer needed the Target record to exist I added the following action to delete the target:
-ACTIONS-
Select Action: ‘Modify Record’
Record Type: ‘Targets’
(Click ADD FIELD)
Field: ‘Deleted’ - ‘Value’ - (Check the checkbox. This means its true)
The above seems to prevent the Target record showing in your Target Listing.
Other Thoughts:
I noticed that when a Lead is converted, it has a Converted checkbox Field that gets set to true. I noticed that Targets do not have this Field. Would be nice to have this accessible for Target record. I also noticed that Target Notes have a field for Related To: in the editor but no such field is available in the Workflow editor for Targets. Maybe I’m missing something, let me know if I am, but this would be a nice way to relate conditions for Targets.