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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.


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.