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Lead Relationships by Englhard Consulting
Relationship Checking for Business Development
Overview
Easily see how your Leads are related to Accounts, Contacts, and Leads based on the Email or Website of the Lead.
See How Lead Relationships by Englhard Consulting Works
See how your Lead is related to the rest of your organization's Accounts, Contacts, and Leads.
Define the fields for your users to see with Field Sets.
Exclude domains from record search.
Lead Relationships gives you a customizable Lightning Component to be added to your Lead record pages. Using Field Sets on the Account, Contact, and Lead objects, you can set the columns to display for the matched records. Records match the Lead record through the value of the Lead Email and Website, showing your Users related Accounts, Contacts, and Leads. Use custom fields, custom objects, and translate labels into other languages.
Categories
- Business Needs
- SalesProductivityLead & Opportunity Management
- Personas
- AdministratorArchitectSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App Builder