Opportunity link to lead command

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  • Updated 4 months ago
I like the new lead tab in the address book.

I envision clients using leads and sometimes NOT creating an opportunity when the lead is converted.  I think this will be quite common.  Either the user is in too much of a rush or the actual opportunity presents itself a short time after the lead is in the address book.  Either way, I think we should have a Link to Leads button or link on an opportunity that let's them associate an opportunity with a lead.  The command would present a search box to look at all leads for the associated company.
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Jonathan Arancio

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Posted 5 months ago

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Jonathan Arancio

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Do you expect us to (future) have a way to associate opportunity records with leads after conversion?
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Sheraz, Admin

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Yes Jonathan, this one again will be a feature request.
Thanks