How do my notes transfer from a lead to an account when I convert the lead?
I have converted a few leads and my my notes have not transferred to the account. The notes transfer from the lead to the contact, but as I am using the account as my primary source of information, I do not want to keep popping in the contact for notes.
Also, is there a way to transfer the attached files from the lead to the account?
Thanks for your help!
Jennifer