Leads and linked notes
We are adopting the new leads inbox, and very happy it's there. We were previously using a separate pipeline for leads, which was confusing and making reporting harder.
The one thing I don't like about leads is that any notes made to the lead are not linked to the underlying people or organization. This is different from Deals, and I don't understand why.
The comment I heard back from support is that notes made in the lead phase are deemed not to be important enough to be linked to organizations or people. However, that is not true in our case, and at least I would like to have the option to link the note if I want to, and not have PD make that choice for me without being able to change it.
Please make this behavior consistent with deals.