All about Related Leads
Topics Covered:
- Prerequisite
- About
- Reasons for lead to become a related lead:
- How to access the related leads.
- How to stop related leads.
Prerequisite:
- Your Cadence profile should be connected to your Salesforce account.
About: Related Leads usually refer to connections or associations between different leads. This could involve leads and contacts from the same company.
Reasons for lead to become a related lead:
For Salesforce:
These are the necessities for any lead to be called related leads.
- If the account name is the same for two different leads then they are called - related leads.
- If two different contacts belong to the same account then they are called related leads.
For Zoho:
These are the necessities for any lead to be called related leads.
- If the company name is the same for two different leads then they are called - related leads.
- If two different contacts belong to the same account then they are called related leads.
For Pipedrive:
This is the necessity for any lead to be called related leads
- If two different persons belong to the same account then they are called related leads.
For Hubspot:
This is the necessity for any lead to be called related leads
- If two different contacts belong to the same account then they are called related leads.
For Sellsy:
This is the necessity for any lead to be called related leads
- If two different contacts belong to the same account then they are called related leads.
For Dynamics
These are the necessities for any lead to be called related leads.
- If the account name is the same for two different leads then they are called - related leads.
- If two different contacts belong to the same account then they are called related leads.
How to access the related leads.
The related lead icon is only shown when related leads exist. These are the steps to access the related leads.
From the People page:
Step 1: Go to the People page and click on any available Lead.
Step 2: Inside that particular lead hover over your cursor to the related leads icon and click on it.
Step 3: After that all the related leads would come up on your screen.
(*Note: The selection icon is inactive if the lead is not present in the Cadence
From Task page:
Step 1: Go to the task page and click on any task.
Step 2: Click on the related leads icon.
Step 3: After that all the related leads would appear on your screen.
(*Note: Procedures to verify that related leads in every other CRM are identical to those in Salesforce)
How to stop a related lead:
Follow these steps to stop a lead.
Step 1: Select the lead you want to stop. To apply the action to the current lead as well, turn the toggle at the bottom of the pop-up window. Stopping a lead from here will stop the lead from all cadences in which the lead exists
Step 2: Click on the Stop button.
