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Associate a note, task, or activity with multiple leads in a family
Associate a note, task, or activity with multiple leads in a family

Log your information once but associate it to multiple family members at the same time.

Georgie O'Neale avatar
Written by Georgie O'Neale
Updated over 2 years ago

When creating a note, task, or activity on a lead, you can now select to have it logged on other associated leads at the same time.

This is helpful if the information you are logging is relevant to the whole family and not just specific to that one lead.

To do this start creating your note, task or activity on a lead details page. Once you've entered your content, select the add button next to Linked leads to then select the other leads you'd like this information applied to.

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