Easily access leads related to specific contacts
10 February 2021 , New Features
Sometimes our contacts may have more than one lead assigned to them. It may be hard to keep track of these as the numbers grow. However, with CloudOffix, all the work has been done for you. Let’s see how it works:
In the contacts module you will see your contacts with little icons on the bottom of their contact cards. The icon which looks like a sun shows the number of leads for that contact, as shown in the diagram below.
Click on the contact card to take you into the contact page as below.
Once you click on the leads icon, it will take you to the leads page, where you can see the various relations connected to that particular contact.
For wonderful solutions such as this and more, try CloudOffix for yourself.