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  • Robert Reed 30
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2 replies

Utilizing relationship feature for leads

I'm looking to expand on the "relationship" function to connect contacts, and it doesn't appear to be possible with leads, only with contacts associated with an account. Is there a way to do this? I feel like this function would be far more useful for prospecting leads.
2 replies

Utilizing relationship feature for leads

I'm looking to expand on the "relationship" function to connect contacts, and it doesn't appear to be possible with leads, only with contacts associated with an account. Is there a way to do this? I feel like this function would be far more useful for prospecting leads.