How do I link the activity of a person within a company to show as activity for that lead/organizati

Morgan Couch
Morgan Couch Posts: 1
edited July 2022 in Business Talk #1

Any advice how to link activities from a person within a company to the company itself? When I go to my leads inbox it looks like there is no activity connected to my leads, but when I click on the person I've been in contact with within that organization all the activity is logged. This makes it challenging to know which leads I need to follow-up on.



  • Totaly agree any help to create a duplicate of a person activity into the lead or even deal attached to it ?

  • RogerUriah
    RogerUriah Posts: 3
    Photogenic First Comment
    edited February 8 #3

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