How to show Leads in Organization view?

Matt Davies_38824
Matt Davies_38824 Member Posts: 1
edited July 2022 in Ideas and Product Feedback #1

Is there any way to show Leads in the Organization view? 

Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    edited May 2021 #2

    Unfortunately not yet but i think they’re working on that And will be possible soon

  • Courtney Patel
    Courtney Patel Member Posts: 4
    edited June 2021 #3

    I'm looking for this functionality too. Please consider Pipedrive team!

  • Fabien Sarran
    Fabien Sarran Member Posts: 1
    edited July 2022 #4

    This feature would be very helpful. I don't get why leads do not show as well as deals in the Person / Organisation view.
    Hoping the Pipedrive team will see this thread.

  • Robpacific
    Robpacific Member Posts: 1
    First Comment
    #5

    Agreed - makes lead lookup incredibly cumbersome. I can see there are leads but cannot view the list of them?

  • AydenBentley
    AydenBentley Member Posts: 1
    First Comment
    edited June 27 #6

    Depending on the CRM system you are using, there might be customization options available that allow you to modify the organization view. Check fairfaxautodetailng if there are settings or configurations that enable you to include leads in the organization view. This could involve adjusting the layout, adding custom fields, or enabling specific modules.

  • EzrahZen
    EzrahZen Member Posts: 1
    First Comment
    edited July 25 #7

    If your CRM allows customization of page layouts, you may be able to add a related list or a section to display Leads associated with the Organization. Check if there are any options to add related records to the Organization page.

  • muzazx56
    muzazx56 Member Posts: 1
    First Comment
    edited August 3 #8

    Depending on the CRM system you use, you may have customization options that allow you to change the organization view. Examine whether there are any settings or configurations that allow you to include leads in the organization view. This could entail changing the layout, adding custom fields, or turning on specific modules.

Categories