Converting Leads to Contacts Should Retain Notes
Reported by Hisham A | December 17th, 2010 @ 03:59 PM
When converting a lead to contact, I believe the notes for the lead should all be moved to the new contact as well, or atleast there should be a view in the contact's record of all the notes associated with the lead back when they were a lead. It's good to have that background info for the contact.
Comments and changes to this ticket
Please Sign in or create a free account to add a new ticket.
With your very own profile, you can contribute to projects, track your activity, watch tickets, receive and update tickets through your email and much more.
Create your profile
Help contribute to this project by taking a few moments to create your personal profile. Create your profile ยป
Ruby on Rails CRM platform for Web 2.0 and beyond