Seeing leads under a contact

Quinton_54630
Quinton_54630 Member Posts: 3
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: 872
    1000 Comments Third Anniversary Premier Solution Provider 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
    edited October 2021 #3
    Boris Tsibelman said:

    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: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited October 2021 #4
    Boris Tsibelman said:

    There is no way to do so at the moment.

    Leads can only be found on the leads page

    Agreed 

  • Sven Amann_76110
    Sven Amann_76110 Member Posts: 67
    25 Up Votes 10 Comments Name Dropper 5 Likes
    #5

    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...

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    Screen Shot 2022-11-24 at 11.21.29.png


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