Conversations needs to be transfered

I changed the ownership of the deal and trasfered to my collegue but she did't see the converstaions about the deal. Then we asked to the support and we solved the problem by changing privacy settings


I believe number one benefit and reason of using a sales crm is, keeping the history of the deal in company memory. Therefore the converstaions about the deal must be transfered together with the deal when the ownership chaned. 



0 votes

· Last Updated -