Need RingCX for CTI to support automatically moving a Task from a converted Lead to its Contact
Use case:
Reps qualify leads in Salesforce. When a lead is qualified, they convert the lead into an account/contact/opportunity and transfer the call to account execs.
Often times, when an account exec gets the call, the record associated with the call in the 'Name' field is the lead record instead of the contact record. When the call concludes, a task is created automatically where the AE sets the call disposition and adds any relevant notes.
Since the Name (whoId) is the lead, the call record (task) does not show up under the contact's activity and since the lead has already been converted, the call record (task) doesn't show up under the lead either.
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Salvador
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