Zap Copy Notes on Lead Qualify2018-04-14T12:46:00+05:30

Zap Copy Notes on Lead Qualify

Don’t lose your important information stored in notes during the lead qualification process. Use Zap “Copy Notes on Lead Qualify” App to automatically roll-up your notes from lead to account, contact or opportunity records!

When lead is qualified to account, contact and opportunity records… the notes created on the lead form are lost (not copied over to the qualified opportunity). There could be important sales-related information stored in notes (during the lead qualification process) which could be helpful even during the opportunity phase.
Zap “Copy Notes on Lead Qualify” App allows automatic copy of notes over to account, contact and opportunity record on lead qualification. Please note that you can configure the entities (account, contact, opportunity) to which the notes be rolled-up. Besides that you also have the option to even copy over the attachments in the notes to these entities.

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Product Features

  • Copy notes to account, contact, opportunity on lead qualification

  • Option to even copy attachments in notes

  • Configuration section to select which entities (account, contact, opportunity) as well as your choice to copy notes or not

General FAQ

Can I trial Zap Apps?2018-04-19T17:08:07+05:30

Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.

How do I start trial?2018-05-16T18:39:54+05:30

Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.

This will automatically start your 15-day trial. Feel free to email if you have any questions.

How do I purhcase a Zap App?2018-04-19T17:10:23+05:30

You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.

How do I find number of enabled CRM Users?2018-04-19T17:08:36+05:30

All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.

How do I get license for free Zap Apps?2018-04-19T17:10:40+05:30

Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)

Zap Copy Notes on Lead Qualify FAQ

During lead qualification process, we can even select an existing account and contact in lead form. Will the notes move over even to the existing account or contact on lead qualification?2018-02-17T19:54:06+05:30

Yes, there is a configuration section in app where you can specify if you would like to copy over notes to: New Account, Existing Account, New Contact, Existing Contact and off-course Opportunity. You can select the options as per your choice.

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