Zendesk Sell Ideas

Hello! We will be using Zendesk's Community Product Feedback forum going forward to aggregate and track feedback for Zendesk Sell. We will be keeping this site as read only so we don't lose the previous feedback. Thank you for all the feedback over the years and we look forward to your feedback in our Sell Community.
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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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