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How to Roll up Leads of Child Account to its Parent Account

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edited Apr 23, 2021 6:36AM in Sales 1 comment

Content

We only allow child accounts to be linked/associated with leads, but we also have parent accounts.

Can we roll up the Leads of a Child Account to its Parent Account? So all the leads of the child accounts in the hierarchy will roll up to their Parent Account. So that when we search for a Parent Account, all the leads will appear in the Leads subtab, and they will also appear when searching leads for a parent account.

Version

21A

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