Hi Support,
I’m currently working in the Leads section of the Sales Workspace and running into an issue. I’d like to create filtered/views using Contact properties, for example, to see all Leads associated with Contacts based in the UK.
Since assuming this isn’t possible directly, I’ve created a custom Lead property called “Lead Country”, and I’m trying to copy the associated Contact’s Country into it. However, I’m finding it very difficult to achieve this through workflows, there doesn’t seem to be a straightforward way to copy the value from the associated Contact into the Lead.
Could you please advise on how I can set this up properly? My goal is to ensure the right Contact data (like Country) is visible at the Lead level so we can create useful filtered views.
Thanks in advance for your help!
Best regards,
Barnaby
