Hi,
I want to have a vew on Contacts, that have associated Leads but can’t seem to find it - can anyone help?
(in the contact view I’d expect to see a field like “number of associated Leads” just as it exists for Deals and Companies)
Happy for a workaround though.
Thanks!
Christian
Hi @CBergius,
You’re right, such a property does not exist out of the box. If you want such a property, you would have to create a roll-up property on the contact object that counts associated leads: Create calculation and rollup properties
Alternatively, you can always create a contact-based list, and, when adding a filter, change the ‘Filtering on’ dropdown from ‘Contact’ to ‘Lead’, then under lead properties specify either ‘Record ID is known’ (to get contacts that are associated to any lead) or specify, for example, a lead pipeline stage. Create segments
Have a look and let me know if you have any follow-up questions.