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?
Unfortunately not yet but i think they’re working on that And will be possible soon
I'm looking for this functionality too. Please consider Pipedrive team!
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.
Agreed - makes lead lookup incredibly cumbersome. I can see there are leads but cannot view the list of them?
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.
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.
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.