Contact Info
Link Contact Person
You may wish to link a lead with the contact person. To begin go to the leads tab by clicking the 'Lead' option located in the left side navigation menu. Open the detail lead that you wish to link a contact by clicking on the lead name.
In the contact info section, click the 'Plus' button and you will see a pop-up to link contact person. Select and click the contact, then you will be prompted to confirm the link request, click ‘Yes‘ to continue linking the contact to the lead or you can click ‘No‘ to return to the contact person list.
When contact is linked to a lead, the contact name, email, and phone of that contact automatically show up in the contact info. In addition to this, you can open contact, unlink contact and switch contact.
Open Contact
On the contact details page, you can not only change contact information, but you can also view company details, switch company, unlink the company, add new deals, add notes and add tasks.
Switch to a Different Contact
Then, select a contact to be linked with the lead and you will be prompted to confirm the change contact person request, click ‘Yes‘ to continue changing the contact to the lead or you can click ‘No‘ to return to the detail lead.
Unlink Contact Person
Then, you will be prompted to confirm the unlink request, click ‘Yes‘ to continue unlinking the contact to the lead or you can click ‘No‘ to return to the detail lead.
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