Administrator Guide

Copy Last Interaction & Next Task when Converting

When a lead converts it is useful to have the Last Interaction and Next Task Date fields populate over to the Opportunity when it is created. With the March 2017 update this will now work.

Note: To review more automation fields review the Configurable Features section of this Guide.

Simply add the fields as shown in the screen shot below to the Leads list (they should be in the Account, Opportunity and Contact lists already) and ensure they are added to the Upgrade settings. Follow the screen shots below.

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