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save notes under contact when their deal is deleted


1 comment

  • Official comment
    Team Salesmate

    Hello Sunny

    Currently, while you delete a deal, the notes that were added to the deal are also deleted from the contact.

    Some clients want the information related to the deal to be automatically deleted from the contact as well rather than manually deleting a deal first and then again going to the contact and deleting the notes present on a deal.

    For now, you can retrieve the deals from deleted records section which will also retrieve your notes added to deals. Thereby, copy this note on the contact level instead and then delete the deal. 

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