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Currently, notes created in the Lead entity are only carried over to the Opportunity enntity to which they are converted.

Notes of the Lead entity are not carried over to the Contact entity record created when converting from Lead entity to Opportunity entity.

If notes are inherited to the Contact entity associated with the conversion destination Opportunity entity, it is more convenient to check the contents of notes without opening the Opportunity entity record each time.

Category: Lead Management
STATUS DETAILS
New