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Michelle Newby (Bluepoint Leadership Development) ๋‹˜์ด #Sales And Marketing์— ์งˆ๋ฌธํ–ˆ์Šต๋‹ˆ๋‹ค
I had a lead and was through this lead given another lead - I have now created the new lead, but I would like a way to somehow link the two so that when I look at one of them I am encouraged to look at the other one.

 

Is this possible?
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  1. 2011๋…„ 8์›” 23์ผ ์˜คํ›„ 5:13
    You can do this by creating a custom lookup field called "Referred By" which points to a lead.  This would allow you to say that Lead B came to you by Lead A.
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