Seeing leads under a contact
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.
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There is no way to do so at the moment.
Leads can only be found on the leads page
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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.
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Boris Tsibelman said:
There is no way to do so at the moment.
Leads can only be found on the leads page
Agreed
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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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