SMS History map settings for converted Lead
If you convert a Lead to Contact or Deal, the SMS History will be transferred to the related Contact and Deal. If it is not transferring during the conversion, please go to the settings and do the below setup.
Step 1: Please check your extension version, the extension version should be 92 or above.
Step 2: Check Lead Conversion Mapping
Go to CRM Settings > Modules and Fields > Leads > Lead Conversion Mapping
Step 1: Please check your extension version, the extension version should be 92 or above.
Step 2: Check Lead Conversion Mapping
Go to CRM Settings > Modules and Fields > Leads > Lead Conversion Mapping
Map 'Lead Id For Burst SMS' for Contact and Deal
Note:
Save the settings.
Note:
Once you map the Lead Id For Burst SMS (field) in CRM settings, the Lead Id For Burst SMS (field) will be filled up automatically for New Leads.
But the Lead Id For Burst SMS (field) will not field up automatically for your existing/old Leads. You have to update your existing/old Leads to get the field filled up automatically.
You can run Mass Update to your all leads. If you don't know, how to update multiple leads please see the below Steps -
Go to Leads module
Select all Leads
Go to Action > Mass Update
But the Lead Id For Burst SMS (field) will not field up automatically for your existing/old Leads. You have to update your existing/old Leads to get the field filled up automatically.
You can run Mass Update to your all leads. If you don't know, how to update multiple leads please see the below Steps -
Go to Leads module
Select all Leads
Go to Action > Mass Update
If you still have any issue regarding SMS History please get touch with us at - help@saasplugin.com.au