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Leads Management
Show leads that have applied for other accounts within an organisation
Show leads that have applied for other accounts within an organisation
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

ℹ️ Who can use this feature?

  • Users with Manage organisation accounts permissions can enable the feature on the accounts page

  • Anyone else will be able to view the leads that applied for other accounts when enabled

You can display leads that have applied to another account within an organisation. On the Lead detail page, the text: Appears in 1 other account will appear when both the name and date of birth of a lead match.

To enable this feature, a user with Manage organisation accounts permission will need to access the Settings > Org settings and enable Lead display settings.

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