Possible improvement: linking Leads to People

Joakim Darras
Joakim Darras Member Posts: 1

When in Lead view, you can see which person the Lead is linked to. However, in the Contacts / People view, that same person should also have a link to the Lead he(she) is involved with. There are at least two reasons for that : 

  1. If I forgot the person was already linked to a Lead, I'd be creating anew Lead (duplicate) without realising it
  2. It would be good for colleagues to see when a Person is involved to a Lead (or a Deal)


0 votes

· Last Updated -