Other leads

The More Leads widget automatically collects and displays all leads associated with a contact or company in the current lead. This is a powerful tool for managers that allows you to see the full history of interaction with a client without having to open a contact or company card.

Working principle:

1. Automatic search for related leads - the widget analyzes the main contact and the company associated with the current lead. When opening a lead, the widget starts a search in the background.
2. Collection of information on connections - the system finds all leads in your CRM where this same main contact or company is present. The search is carried out across all pipelines and statuses.
3. Display in a structured form - found leads are grouped and displayed in a separate tab with custom fields. You see the title, status, pipeline, amount and other selected fields.
4. Quick access and navigation - each lead in the list is a clickable link, which allows you to instantly go to its card for detailed study.

Technical implementation:

• Search by connections - the widget uses the Kommo API to search for leads by the main contact and company
• Exclusion of the current lead - the current open lead is not displayed in the list of “other leads”
• Display of all statuses - leads are shown at any stage: from the initial contact to successfully completed ones and even closed
• Flexible data sources - you can separately enable the display of company leads and main contact leads
• Data refresh - the list is generated when the lead card is opened

What the manager sees:

The widget interface displays:
• Full list of leads - all found leads of the contact and/or company
• Lead name - the exact name of each related lead
• Sales pipeline - in which pipeline the lead is located
• Stage/Status - current status of the lead (in progress, successful, refusal, etc.)
• Lead Amount - budget or cost of the lead
• Creation Date - when the lead was created
• Responsible - who is leading this lead
• Additional fields - any custom fields selected in the settings

Main features of the widget:

✓ View all leads of a contact/company - the widget displays the full history of leads associated with the client, including active, completed and closed leads
✓ Flexible display settings - choose what information to show for each lead: pipeline, status, amount, creation date, responsible, custom fields and other parameters
✓ Detailed status information - you can see at what stage each lead is, in what pipeline it is located and who is leading it
✓ Display of financial information - the budget of each related lead is shown, which helps to assess the overall value of the client
✓ Instant transition - clicking on any lead in the list opens its card in a new tab or in the current one window
✓ Organized interface - all data is neatly organized in a separate tab "Other leads" in the lead card
✓ Separate viewing - the ability to separately enable display of company leads and main contact leads, or show both types simultaneously
✓ Quick access to client connections - the manager immediately sees related leads for the company and the main contact from the current card

Advantages of use:

• Complete customer purchase history - you see the entire path of interaction with the client in one place, from the first touch to the last lead
• Context for decision making - you understand what goods/services the client has already purchased, which helps to form personalized offers
• Identification of repeat sales and up-sell - it is easy to identify regular customers and offer them additional products or services
• Significant time savings - no need to go to the contact or company card to view other leads, all data is at hand
• Analysis of client activity and value - quick assessment of the number, status and total amount of all client leads
• Conflict prevention - managers see that a colleague is already working with this client, that helps to avoid duplication of work
• Improving the quality of service - understanding the history of interaction helps to build better communication with the client
• Transparency of the sales department - managers can see the full picture of work with each client

Practical use cases:

1. Repeat sales and cross-selling - having seen successful past leads, the manager can offer additional products or services that the client has not yet purchased
2. Working with VIP clients - quickly identify clients with a large number of leads or a high total purchase amount for special attention
3. Analysis of conflict situations - if a problem arises, you can look at the history of interaction and understand whether there were previously difficulties
4. Coordination between managers - see what leads colleagues are conducting for this client, who is responsible, at what stage of the work
5. Assessment of solvency - analysis of the amount and number of successful leads helps to assess the client’s reliability
6. Determination of purchasing patterns - identifying seasonality, frequency and preferences in customer purchases
7. Preparation for meetings - before a call or meeting, the manager can quickly study the client’s history
8. Training new employees - a new manager who receives a client can quickly study the history of interaction

Features of the widget:

• Free widget - does not require payment, is available immediately after installation
• Does not load the system - works effectively even with a large number of leads
• Intuitive interface - does not require training, is immediately understandable
• Flexible configuration - each user or administrator can customize the displayed fields for your tasks
• Compatibility - works with all versions of Kommo
• Up-to-date data - information is updated every time a lead card is opened

Configuring the widget is done in a few simple steps and allows you to adapt the display of information to your needs.

Step-by-step instructions for setting up:

Step 1. Opening the widget settings
Go to the "Settings" section → "Integrations" → find the "Other leads" widget → click the "Configure" button

Step 2. Selecting a display type
• Show other leads of the company - check this box if you want to see all leads related to the company from the current lead. This is useful for B2B sales, where the history of interaction with the company is important.
• Show other leads of the main contact - check this box if you want to see all leads of a specific contact person. This is useful for B2C sales or when the client’s personal history is important.
• You can enable both options - the widget will show leads by both company and contact.

Step 3. Selecting fields to display
In the “Selecting lead fields for display” drop-down list, select the information you want to see for each related lead:
• Lead name - always displayed by default
• Pipeline - in which sales pipeline the lead is located
• Status/Stage - the current stage of the lead in the pipeline
• Budget/Amount - the financial value of the lead
• Date of creation - when the lead was created
• Responsible - who is leading the lead
• Custom fields - any additional fields created in your CRM

Step 4. Saving settings
After selecting all the necessary parameters, click the “Save” button. The settings will apply to all leads in your CRM.

Setup recommendations:

• For B2B companies - it is recommended to enable "Show other leads of the company", since the history of work with the organization as a whole is important
• For B2C companies - it is recommended to enable "Show other leads of the main contact", since purchases are tied to a specific person
• For universal sales - enable both options for complete paintings
• Selecting fields - start with a basic set (pipeline, status, amount), then add additional fields as needed
• Do not overload the interface - select only those fields that are really needed for work, so that the information remains readable

After installing and configuring the widget, you can immediately start using it. Working with the widget is very simple and intuitive.

How to use:

1. Open the lead card
Go to any lead that has linked contacts or a company.

2. Find the "Other leads" tab
A new tab "Other leads" will appear in the lead card. It is located next to the other tabs of the lead card.

3. View the list of leads
The tab will display a list of all related leads with the fields selected in the settings. Each lead is shown as a separate line with complete information.

4. Go to the desired lead
Click on any lead in the list to open its card for detailed study or editing.

What you will see on the tab:

• List of all related leads - displays all leads of the contact and/or company (except the current one)
• Structured information - data for each lead is organized in a convenient table
• Selected fields - displays the fields that you specified in the settings
• Current data - information is loaded in real time when you open a tab

Practical tips:

✓ Before calling the client - open the “Other leads” tab to understand the history of interaction
✓ When working with objections - look at successful past leads, this will help in argumentation
✓ When forming an offer - study what the client bought before in order to offer relevant ones products
✓ When transferring a client - a new manager can quickly study the entire history on one tab
✓ When assessing a client - look at the number and amounts of leads to determine its value

Important points:

• If the lead does not have associated contacts or companies, the tab will be empty
• The current open lead is not displayed in the list of “other leads”
• If the tab is empty, but there are contacts/company, then they do not have other leads yet
• Data is updated every time you open the tab, so you always see the latest information
• Access rights to view leads are respected - you will only see those leads to which you have access in CRM

Question: Why are other leads not displayed?
Answer: Possible reasons:
• There are no contacts or company attached to the current lead
• Linked contacts/company really do not have other leads
• Checkboxes for displaying leads are not enabled in the widget settings contact/company
• You do not have access rights to view other leads
Check the widget settings and the presence of connections in the lead.

Question: Is it possible to configure the widget separately for each user?
Answer: The widget settings are common for the entire Kommo account. All users see the same set of fields. However, each user sees only those leads to which he has access according to his rights in CRM.

Question: Are closed and lost leads displayed?
Answer: Yes, the widget displays all leads regardless of their status: active, successfully completed, closed as “not implemented” and any others. This allows you to see the full history of interaction with the client.

Question: How often is the data in the widget updated?
Answer: Data is loaded every time you open the “Other leads” tab. If you have made changes to the relationship (added a contact or company), simply refresh the page or close and reopen the lead.

Question: Is it possible to edit a lead directly from the widget?
Answer: No, the widget is only intended for viewing information. To edit a lead, you need to click on it in the list - its full card will open, where you can make changes.

Question: What happens if there are several contacts in a lead?
Answer: If displaying contact leads is enabled in the settings, the widget uses the main contact of the lead. To view data for another contact, make that contact the main one or open the related card separately.

Question: Is the widget free forever?
Answer: Yes, the “Other Leads” widget is completely free and has no paid plans. You can use it without restrictions.

Question: Is it possible to sort or filter the list of leads?
Answer: In the current version, the widget displays all found leads without separate user sorting or filtering. For detailed analysis, it is recommended to use standard Kommo reports or go to the contact/company card.

Question: Does the widget affect the speed of Kommo?
Answer: No, the widget is optimized and does not slow down the system. Data loading occurs only when you open the "Other leads" tab, and does not affect other CRM functions.

Question: Is it possible to view other leads from a contact or company card?
Answer: The widget only works in lead cards. In contact and company cards, the list of leads is already available by default in Kommo. The widget was created for the convenience of viewing this information without exiting the current lead.