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How do I create a new lead which is linked to a contact?

Last updated by Rich Orr on March 21, 2018 10:09

A: The best way is to open the contact record then click on the Lead/Sale tab (towards the bottom of the screen).

This will open up a new create Lead screen. Fill in all the fields of information, create a task if you need to then save the Lead.

That saved Lead is then auto-connected with the contact.