Name of Feature/Request: Notes From Leads Mapping To Customer Notes
What financial, time savings, or quality of life improvements will occur from this: To be able to have notes that are entered in Lead Forms transfer over to customer info page upon creation | Frequency: Every time a lead is converted to a customer | To help streamline the process when creating customers from leads
Attempted Solutions So Far: Manually entering notes information from lead form to customer notes
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: To have notes from Leads create transfer to Notes when customer is created | Previously accomplished: Notes created from lead forms need to be manually added to customer info page when the customer is created from the lead.
StrivenID: 4738829