Help your reps keep more context as they work leads. Preserve email conversation history when leads are converted to contacts.
- Keep Email Conversations Connected When You Convert Leads to Contacts
Turn on a setting so that when your reps convert a lead to a contact, Salesforce relates the lead's emails to the new contact. Your reps keep the full, threaded conversation history, continuous and duplicate-free, so they retain context and the customer relationship continues without interruption.