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I can't see how to connect back to a contact record from my Leads...

Last updated by Adrin Siripala on September 16, 2015 23:32

You may have been making good use of our Leads/Sales pipeline and have created Leads linked to your contacts.

Now you need a quick way to connect back to the contact record from your Leads in your pipeline view:

A: Hover over your Lead in the pipeline and you will see a pop up message just to the right of your Lead, within which is a link to click through to your Contact. So just drag across and click through to the Contact record.

Hint:

If you are making good use of the Tasks linked with Leads then for your Task email alerts it is a good idea to put the Contact/Org name into your title.