Create a report that can showcase linked leads | Voters | ClearCourse Business Services Limited (trading as FLG Business Technology)

Create a report that can showcase linked leads

Reece Smallwood

Add the ability to showcase linked leads in a report through insights - additionally being able to highlight or make a unique ID for leads that are either duplicated or linked

June 7, 2019

Mike Emery

One customer I have spoken to suggested a parent object (e.g. client) which sits above leads so they can see how many clients they are working with (and potentially a company object above clients).

Karl Douglas

Mike Emery: thanks, can we do that now?

Mike Emery

Karl Douglas: Not at the moment. This is a suggestion I received yesterday so we'll monitor interest in it here.

Karl Douglas

Mike Emery: Gotcha. Yes a client master file that the enquires etc sit under would be perfect for us

Mike Emery

Thank you for the idea, Reece Smallwood