So there you are, using Salesforce the right way and connecting with various departments and team members via Chatter on your leads. You do some great teamwork and convert the lead. So when you then go into the newly created Opportunity or Contact what do you see? Not your Chatter comments. All of the discussion relevant to that Lead has simply vanished, and now you are at a disadvantage… unless you install the Lead Convert for Chatter app!
Move Chatter from leads to contacts, accounts, and opportunities! All posts, comments, likes, links, and files are migrated for you when your leads are converted.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.