Zendesk Sell Ideas

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  1. 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.

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    started  ·  4 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
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