Show related documents at Lead header

Hello,

Unlike all other documents, the Lead doesn’t have that area at the top with its related documents.

Since we can create Opportunities from Leads… we should be able to link to them directly from the Lead’s header.

That’s the standard behavior for all other kinds of documents.

How can I ask for this to be done?

Thanks in advance,
Nuno

@nununo,

Lead Dashboard is already available. It list the count of Related Opportunity and Quotation. Please see the below screenshot.

Thanks,
Makarand

1 Like

Hum…

I don’t have that header. Is it already available in the cloud version? If so, why don’t I see it?

Thanks,
Nuno