Hello!
We like to keep our leads in "Leads" since it is likely that the Lead will have multiple deals. As lead conversion removes a lead from "Leads" and becomes a deal and/or contact, Zoho tech during orientation recommended I simply clone the lead and then convert one. Although a little tedious, it has been working for our needs. However, I recently realized that not all information gets copied to the clone. Some information, like Notes do not get transferred over, which is really important in a CRM.
Is this a known issue? Any solutions?
Thank you!