Seen contacts with more than one open lead

jorgeeduardoj
jorgeeduardoj Member Posts: 9
Photogenic First Comment
edited March 8 in Sales CRM #1

Hi!

This should be a straightforward filter option, but I couldn't find it. How can I see a list of contacts with more than one open lead?

Tagged:

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Moderator Posts: 91
    5 Answers 10 Comments 5 Likes Name Dropper
    CUSTOMER SUPPORT
    #2

    Hey, @jorgeeduardoj!

    Creating such filter is possible with deals, and the filter would look like this:

    image.png

    With leads, however, this is not a possibility, as the system does not have an "open leads" option for filtering. That said, this is a great suggestion that I will be glad forward with the product team, and which you can also share right here.

    Thank you!

  • jorgeeduardoj
    jorgeeduardoj Member Posts: 9
    Photogenic First Comment
    #3

    Hello Leandro, thanks for your answer. Yes, I knew it was possible with deals. I'm going to upload the idea.

Categories