Seeing leads under a contact

Quinton_54630
Quinton_54630 Member Posts: 3 VERIFIED MEMBER
edited October 2021 in Sales CRM #1

Is there any way to display the leads against a contact / organisation when viewing the contact or organisation? At the moment I have to go to the Leads Inbox and look through there. 

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 816 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    There is no way to do so at the moment.

    Leads can only be found on the leads page

  • Quinton_54630
    Quinton_54630 Member Posts: 3 VERIFIED MEMBER
    edited October 2021 #3

    There is no way to do so at the moment.

    Leads can only be found on the leads page

    Thanks Boris. Would be a useful piece of development at some point so users could open a company / contact and see all the leads and opps under them.  Especially useful for companies selling through a business channel.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 816 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited October 2021 #4

    There is no way to do so at the moment.

    Leads can only be found on the leads page

    Agreed 

  • svamann
    svamann Member Posts: 63 VERIFIED MEMBER
    25 Likes 25 Up Votes 10 Comments First Anniversary

    Leads are now visible in a panel on the left and in the Timeline! Filtering to Leads in the Timeline is, however, not possible. The Option seems to always be greyed out...

    Screen Shot 2022-11-24 at 11.19.24.png Screen Shot 2022-11-24 at 11.19.33.png Screen Shot 2022-11-24 at 11.21.29.png


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