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JonathanBright
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Member since ‎Sep 7, 2023
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May 09, 2025
Yes, I can see that that one needs to manually set a contact for the lead in order for it to properly associate to the widgets in the leads records c...read more
May 08, 2025
Hi @EmmaAtKiwi , thank so much for this. This was super interesting. It seems this was not quite the right solution but we could be on the right t...read more
JonathanBright on May 08, 2025
Hi! I'm having some trouble figuring out a way to associate activities to company based leads. Currently, communication or even notes is "saved" on lead cards. Leads based on contact works as expected, but not company based. I have tried to fin read more
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