Announcement

Collapse
No announcement yet.

Link Lead with company

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Link Lead with company

    Hi,

    is it possible to link a lead with an existing company? Maybe additional to the existing String-Type field in the lead detail view.
    The background is, that I want to klick on a company and see alle related contacts as well as all related leads.

    best regards
    Philipp

  • #2
    There is only one relation created after lead converted into account.

    I think you need to create new relation to acheive what you need.

    Comment


    • #3
      Hi,

      thanks for your answer.
      But how can create this relation? Do I have to modify the database and the code? Or is it possible by Administration?
      If it is a modification, can you please tell me the relevant positions?

      best regards
      Philipp

      Comment


      • #4
        Not possible via admininstration but this tool will be implemented in 1-2 months.
        You can do it only with metadata customizing for now.

        Comment

        Working...
        X