Communication (emails, phone calls, notes) should transfer from a Lead when converted to a Deal
Currently when you convert a Lead to a deal all of the emails, phone calls and notes from the Lead disappear. They should automatically, or there should at least be the option, for them to be transferred to the new Deal, rather than the Deal having a completely blank history.
I think this is very important for our company as we make special notes that everyone needs to remember about our account and our clients hopefully are long term, so those notes are very important
What about appointments from leads?
AdminRafal Ociepa (CSS, Base CRM) commented
Thanks. We don't have a "partially completed" status, so I'll mark this a Started for the time being – is that ok?
Calls and notes are transferred to the deal; so it's only emails that aren't transferred automatically. If you don't mind, I'd like to create a separate idea for emails, to keep things clearer. Would that be fine with you?
Nick Karrasch commented
Rafal - please mark this as not completed. My suggestion if you read it is for all the communication to transfer to the deal, which it currently does not.