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How do I get to the contact record from a lead?

Last updated by Sam Brown on March 21, 2018 10:09

If you are in the pipeline, hover over the lead title (e.g. 32932 - My Lead (Contact)) and a pop-up will appear with the Contacts name as a hyperlink. That will take you straight to the contact's record.

Alternatively you can go to Table View within Leads and you will see the contact/organisation name hyperlinked in blue. Just click on the required contact/org and you'll go straight through that way.