Show related documents at Lead header

nununo · February 5, 2017, 10:21pm

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

makarand_b · February 6, 2017, 2:39am

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

Thanks,
Makarand

nununo · February 6, 2017, 10:54am

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