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Adding a Contact to a Lead

Last updated by Sam Brown on November 08, 2016 15:03

You can add a contact to a Lead when you're creating a Lead either by searching and choosing the Contact directly or by searching/clicking for an Organisation first, then selecting the Primary Contact for that Organisation.


Once the Lead is created you can click on the Organisation name or Contact name (which is hyperlinked), which takes you through to the Organisation or Contact record.