Add a setting toggle or tabs to show person's history on leads and deals
jhollender
Member Posts: 27 VERIFIED MEMBER
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Right now, the lead or deal doesn't show any activity data (notes, calls, emails) from the person's record. Deal record:
Person record:
Please give us the ability to see historical activity on a lead or a deal that is on the person's record, whether by a toggle setting, or by adding a section or tab to the history area.
This would be extremely helpful for us!
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