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Adding Associated and Collaborators in the Lead

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Tony Couch

Gepostet 31. Mai 2021

Currently, you have to move a Lead to. Deal to attach associated contacts with it. It would be nice to attach them at the lead phase so you have an instant visual who the lead is associated with and best steps to convert them from a lead to a deal.

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    Offiziell

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    Maddy Storck

    Zendesk Product Marketing

    Hi Tony, 

    Thanks for this feedback. The Sell product team is currently rethinking how best to handle leads in Sell, and we want to hear directly from customers. If you would like to participate in an interview with our product team, and give feedback on our proposed solution, please check out this post for further details. Thank you! 

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