Hello,
Our lead model is to treat all leads as new and when a returning lead comes in we want our reps to be able to see all previous Opptys and Leads that are related to the email address of the lead coming in.
We want to add this component to the sales console.
Is there a component that does this?
Cheers,
mac
1 件のコメント
There is a standard component for identifying "Potential Duplicates" that you can put on the Lightning Record Page on the Leads. Once you have activated the matching/duplicate rules, it will show any contacts/leads who have a matching record so that when you convert it, the record can be converted into the existing match. There is no out of the box feature that shows related opportunities on the lead.
