Converting a lead no longer leaves its work behind

A task, a visit and a sales document can each belong to a lead and to a customer at the same time. So converting no longer copies them. It gives them their second name and keeps the first.

That distinction matters. If the conversion duplicated a task, two people would be ringing the same person about the same thing, and every count on every report would read double. Instead there is one task, and it now appears on the customer, on the lead it came from, on the task board, in somebody’s “my tasks”, and in the reports, all of them the same single task.

An attachment is the one exception, because a file can only be filed under one record. There, the conversion files the same stored file under the customer as well. No file is duplicated on disk, and removing it from one record never affects the other.

The conversion also now tells you what it moved. It says “3 tasks, 1 visit and 2 files carried across” rather than leaving you to check.

Yes, and in your favour: you do not need to do anything. Every conversion made before today has been repaired. The tasks, visits, quotations and files that were stranded on those leads are now attached to the customers they became.

So some customers will show records today that were not there yesterday. If a customer suddenly has an open task or a visit on it, that is this repair, not something new that somebody entered. The records themselves are unchanged: same dates, same owners, same status.

Counts on those tabs will go up, and they were the ones that were wrong. A customer that showed no visits and had three now shows three.

Nothing was deleted, nothing was duplicated, and no lead lost anything. Every converted lead still shows its own tasks and visits exactly as before, which is the point: you can still see what was done while it was a lead, and what has happened since it became a customer.