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.
There is no way to do so at the moment.
Leads can only be found on the leads page
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.
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...