We created a web-to-lead form on our site and immediately started to receive enquiries (no idea where they went before)
Convert the lead in CRM , bcc a reply email and it appears in the record - great !
Well, no. I converted the lead gained from the web to a contact and when viewing the contact, all that history has disappeared. I don't want to have to enter a note manually "came from web to lead" it should be there automatically as a fundamental part of CRM.
So if anyone from Zoho reads this - I have searched the forums and been disappointed at how many standard CRM features are missing including this one first highlighted 5 years ago.
What plans do you have to add this or is my work around to have someone enter that manually as a note when converted from webtolead ?
Disappointed in reading the forums at the lack of engagement on new features or standard CRM functionality.