Interface

Entity Relationships

Quickly navigate to related contacts, companies, and leads from a list when bulk selecting records

Features

Buttons to navigate to related entities

Working with mass selection

Support of leads, contacts, companies

Quick access

Detailed guide for working with widget "Entity Relationships"

In order to find related contacts/ companies of leads, you need to turn the pipeline into a list view.

Select the necessary leads and actions to select either companies or contacts

Depending on the selected entity, the associated contacts/companies with these leads will be displayed

In order to find related leads/ companies of contacts, you need to select the necessary contacts and then select either companies or leads.

Depending on the selected entity, related leads/companies with these contacts will be displayed

In order to find related leads/ company contacts, you need to select the right companies and then select either contacts or leads

Depending on the selected entity, related leads/contacts with these companies will be displayed

In order to find related leads in the list, you need to select the desired products and select leads in the actions

All leads related to these products will be displayed