Step 1 - Search for the related contact by using the search bar at the top
Step 2 - Open the contact page by clicking the Open button
Step 3 - Click the Leads tab to see all leads associated with this contact
Step 4 - Click the lead which the contact is a Related Contact on
Step 5 - Click the Contact tab
Step 6 - Under Additional Plaintiffs, click the "Other Options" button
Step 7 - Click "Promote to Lead" then click the Okay button in the pop-up to finish
Comments
0 comments
Please sign in to leave a comment.