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Hi, I want to see an account overview where I can see if each account has open leads attached to it.

Does looupHelper, would be the right choice? Thank you!

1 comment
  1. Apr 21, 2021, 1:59 PM

    Hello Yessica,

    Out of the box Salesforce there is not a relationship field from lead to account, there is only the text field company.

    With Lookup Helper, however you can use that value in the company field to populate a new Lookup field to Account if there is an Account with a matching name in your environment. If that does not work it could also be possible to populate an Account lookup field on Lead using the domain name of the lead's email address.

    Once your Lookup Helper setting is running you will be able to have a related list of leads under an account.

    If you would like assistance setting this up, or have any other questions, please reach out to

    support@passagetech.com and we will be happy to help!
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