Leads related section

The Leads related section displays the leads linked to the selected account. You can access this section from the Account details page.

Note: The workspace can be different based on the access rights or the customization.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or list page.
  • Insert: Use this option to add a new lead.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data of the Leads linked to the selected Account.

For each record, you can:

  • Click the Lead name or Edit to view or modify the data in the Lead details.
  • Click the email address to send an email.
  • Click the phone number to make a call.
  • Use the Twitter option to view the Twitter profile of the Lead.
  • Use the Facebook option to view the Facebook profile of the Lead.
  • Use the LinkedIn option to view the LinkedIn profiles of the Lead.
  • Click Delete to delete the Lead.
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