Contacts to Deals information not visible

Mia Luca
Mia Luca Member Posts: 3 VERIFIED MEMBER
First Comment
edited July 2022 in Sales CRM #1

Why is it that when there is a new deal created from a contact, none of the notes, emails, calls are transferred over? I have to look back at the contact profile to see all notes, is there a setting when creating a Deal from contacts? THANK YOU!  

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Comments

  • Dick Humphrey
    Dick Humphrey Member Posts: 1 VERIFIED MEMBER
    edited May 2022 #2

    Yes Please! This feature seems logical and confuses team members.

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