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Skip Navigation LinksEnterprise Alliance Systems, Inc. > Customizations > CRM Lead and Sales Note Transfer

CRM Lead and Sales Note Transfer

EASI’s Lead & Sales Note Transfer Add-on for Microsoft Dynamics CRM allows you to retain all of your notes when qualifying a lead to either an opportunity or an account.  Opportunity notes will also get transferred to any quotes created from it.

Opportunities and Accounts created from Leads will retain all the information located in the notes section.  Quotes created from opportunities will also keep any notes that were added.

This gives users insight to each lead, opportunity, account, or quote.



pdf Download - Microsoft Dynamics CRM Lead and Sales Note Transfer Information Sheet
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