This object is in archive!
customer link from lead
Answered
Can you add a link to a customer profile from the lead? Maybe even add a customer history tab?
Can you add a link to a customer profile from the lead? Maybe even add a customer history tab?
The same question
When you are not editing a lead, the customer's name can be clicked and you can go to their profile. We have an update being made that will allow for this when they are being edited as well.
When you are not editing a lead, the customer's name can be clicked and you can go to their profile. We have an update being made that will allow for this when they are being edited as well.
Replies have been locked on this page!