If opportunity contact changes to a new person, the opportunity history should be included with the new contact
in progress
H
Henry Herazo
The opportunity history disappears when one changes the main point of contact. This should not be, as the opportunity will have history that is important to the deal. The opportunity history should remain or follow on to a new contact person.
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P
Pallavi Kothari
Hi everyone, this is now built and in private beta as part of the new Opportunities experience. Notes, tasks, appointments and conversations can now belong to the opportunity itself rather than the contact, so the deal's history stays on the opportunity when the point of contact changes.
If you'd like early access, fill in this short form and we'll switch it on for your sub-account: https://api.leadconnectorhq.com/widget/form/SKdrNsiMIr9gIVrRYjh3
It's a private beta, so some things may change before full release, and your feedback will shape what ships.
Pallavi
P
Pallavi Kothari
updated the status to
in progress