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!
While converting your lead to contact or account , eventually the whole history of your choice should be "move" or "do nothing" to new record which sugar already providing you from admin -> system settings->
now you need to create an after save hook which will see lead new status to "converted" , if found , you need to use mark_deleted() function.
Lorraine So Ashish is correct. However, this will not move custom related records.
I personally do not like deleting records. You can use filters to hide the converted Leads or write custom visibility rules to hide them from Global Search.
Lorraine So Ashish is correct. However, this will not move custom related records.
I personally do not like deleting records. You can use filters to hide the converted Leads or write custom visibility rules to hide them from Global Search.