If I have a lead that has been converted to a Contact can I delete the converted lead if there are notes attached to the lead and leave the contact?
If I have a lead that has been converted to a Contact can I delete the converted lead if there are notes attached to the lead and leave the contact?
Hi Sheila McPhail,
Since you can manually delete a Lead record from the user interface, I interpret the implication of your question as about what impact the deletion of a converted Lead with a Note history will have upon that Note history.
If the Notes are related to the Lead, not the Contact, then when the Lead is deleted the Notes will be orphaned, as is the case with other relationships when a parent record is deleted.3
I hope this helps!
Wouldn't it make sense to automatically tansfer all related records in a Lead to the Contact when converted? It makes sense that platform managers want to keep the databases tidy and not have duplicates, but it also creates more work because then there are records that need to be manually transferred over.
Wouldn't it make sense to automatically tansfer all related records in a Lead to the Contact when converted? It makes sense that platform managers want to keep the databases tidy and not have duplicates, but it also creates more work because then there are records that need to be manually transferred over.