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Connect a related lead to another lead record

edited Jun 2, 2025 2:44PM in SuiteCloud / Customization 7 comments

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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