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Is it possible to see the lead's history from a partner form view ?

on 8/5/14, 10:44 AM 521 views


I would like to know how to see related leads from a partner form view.

I sometimes have leads from an existing partner that don't convert into opportunities and I think it's important that I can also see all the leads i have with this partner from the contact form view, in the same way I can see opportunities, calls, tasks, etc...

John Baldwin
On 2/16/15, 7:15 PM

CRM Partner History


Maybe that will help.

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Asked: 8/5/14, 10:44 AM
Seen: 521 times
Last updated: 3/16/15, 8:10 AM