Enable “Associate all associated notes” when a Lead-based workflow creates a Deal

In a Lead-based workflow, when creating a Deal, the Associate all associated notes option is disabled. That means notes logged on the lead do not carry over to the deal.

This is a serious process gap. Sales teams use leads for qualification, and the qualification notes should follow into the deal automatically when the deal is created.

Please enable Assocaite all associated notes for Lead → Deal workflow creation.