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Account drill down from Lead — Cloud Customer Connect
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Account drill down from Lead

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edited Dec 2, 2020 4:29PM in Sales

Summary

Account drill down from Lead

Content

Is there a way to add an account drill down field to a lead? For example, once I convert a lead I want to be able to view the lead and see a field for the account name. I want to be able to click on that account name and drill down into the account view. This seems to be native functionality with other objects but not here. When I add the existing account field it is a DCL drop down but it's not a clickable field.

 

I figured it out. For anyone who is wondering, there is another field called "Existing Account" that can be used. I missed it.

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