SAP Knowledge Base Article - Preview

2709898 - When Converting a Lead to an Opportunity, not all Existing Notes are Copied into the New Opportunity

Symptom

When Converting a Lead to an Opportunity, not all notes are maintained in the New Opportunity: If the Lead initially had Notes maintained, they are not copied over.

If in the QueickCreate window of the Opportunity following up the Lead, you add Notes in the Note text box, they are no maintained in the Notes of the Opportunity, only the notes coming from the Lead view are.


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Environment

SAP CLOUD FOR CUSTOMER

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions

Keywords

Notes Copy, Lead Notes, followup Opportunity Notes. , KBA , LOD-CRM-LM , Lead Management , Problem

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