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Connect a related lead to another lead record
Example, we have a lead record for MadeUp county. We also have a separate lead record for MadeUp county commissioner. We would like to connect/relate these two leads to each other. Same as we can have a customer with a related contact under Relationships.
Thus far, I have created a custom field (on the lead record) labeled Related Lead. I can source the Customer list but I get ALL customers. Is there a way to get a list of just other leads.
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