Currently (even as admin) you cannot see past history items (such as logged calls) - I think this is a system gap (and is quite annoying when you transfer leads to not be able to see the past history).
What I would like is for lead permissions (screen below) to have a checkbox that says something like “can view all communications” or something like that. It would be off by default but could be turned on for admins, ISA’s etc if a company chose to (like we would).
Also for super admin, super admin should always be able to see everything in the system anyways.
@Morgan I agree with @Jaclyn. Super admins should be able to see everything and also if we transfer a lead to another agent, that new assigned agent should be able to see the past history if the super admin gives permission.
As an example, I typically send an email out to a lead first if they have requested more information or if they have asked for one of my e-Books. I introduce myself, attach the e-Book and state that I will have “agent” get in touch with you, Then I assign that lead to one of my agents. The problem is, the agent can not see that I had any contact with this lead or sent this person an e-Book. I think the solution would be just as you have suggested, a simple toggle to allow us to choose if we want the entire history to follow with the lead assignment. Thanks!