I am having an issue where our agents are not able to see attachments when they convert a lead to a deal.
When we convert a lead to a deal. It’s assigned to another team member.
I have a blue print auto convert transition and it only works for me.
When I convert a lead to a deal. My attachments transfer. But when anyone else does it, it transfers into the contact and not to the opportunity.
I would assume this is a permissions issue but I’m stumped on how to solve this.