Community!
Is it possible to have one tab that includes both Leads and Contacts?
Our Leads are cold prospects we reach out. Our Contacts are qualified people that we have engaged with, but we werent able to convert to Clients.
At that point, some Contacts are still relevant and should be treated a brand new Leads. Issue is that once prospects get converted, people forget about them. Is there a way to have both objects under one tab so views can be created?
3 respostas
A custom solution -
Create a lightning tab to include a lightning component to dispaly both Leads as well Contacts
In classic, you can use VF tab to include a VF page
