Transfer Tab in deal car
lincoln smith
Currently the write-ups do not carry over when you transfer a deal within the deal card. The transfer needs to work as one and transfer EVERYTHING over.
Shelby Parker
Thanks for flagging this, lincoln smith — totally hear you that a transfer should feel “all-in-one” and not leave key context behind. To make sure we’re tracking the right behavior, can you clarify a couple things: when you say everything should transfer, what all should be included beyond write-ups (notes, tasks, email/text history, attachments, customer/vehicle info, etc.)? Also, in your ideal workflow should the write-ups fully move to the receiving deal, or should the original deal keep a copy as well? And lastly, are you seeing this every time you transfer, or only in certain cases (e.g., user-to-user vs store/rooftop transfers, or specific deal statuses)?