Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
Jasper McEwan Posts: 3
edited July 2022 in Ideas and Product Feedback #1
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently?
Similar to the way deals are shown.
To me, the leads feature would be really useful but there is no clear disconnect to a contact/organisation and ?
What are others' thoughts on this?
Peder Steffensen Posts: 1edited March 2022 #2
Is it is now you can only place the lead as a note on the organisation, if it is on an exixting costumer.
And then its really a lead in pipedriev terms.