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Showing Target history after conversion to Lead and Contact

Question asked by michaelpatrick on Nov 5, 2015
Latest reply on Nov 11, 2015 by wxu

We are using Targets and logging emails, Notes, Calls as they happen. Once a Target is converted to a Lead, none of this data is showing under the new Lead.  That was the whole point to keep this data throughout the process for tracking our email efforts.   Using Act-On for email campaigns and it is properly logging each email as a Note in Sugar and updating the Score field. How can I get the Note field to say with the person as they progress through the pipeline?

 

Thanks!

 

(Sugar 7.5.2.3 Enterprise, about to upgrade to 7.6)

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