We are very interested in Leads Inbox Integration
I've come across a few snags.
- There is no way to revert Deals back to Leads - this would have helped speed up the process of moving to the Leads Inbox as well as avoid future errors of accidentally converting Leads into Deals.
- For some reason I cannot change the organization associated with a Lead. It seems to be permanent if there is no duplicates associated. Unless I'm missing something simple of course.
- As an admin, it would be nice to be able to put notes in for other users. There seems to be no note user stamp that I can find. And I suppose along with that, it would ideal to have the same unique Activities as the Deals do.