I was wondering about what might be a common situation with teams onboarding into Fibery, that I will for sure have:
I’d like to first start “potential” entities in a flow - things like “employee candidate” or “Sales lead,” then as they get converted to “employee” or “Customer,” not lose the whole activity that has accumulated in the entity up till then. It strikes me that creating a related entity, so say a new entity of “customer” is created with the “sales lead” is closed, is a bit of a workaround. I think ideally it would be great if you had a chance to “promote” or “convert” and entity from one type to another, and what would really be useful is to leave the original entity type visible in the comments field, or via some other message, so every user could see that this entity was originally another entity type as it moves around Fibery.
Eager to get your guys’ thoughts on this. If this is a feature in the works, all the better!