Section
Leads & Cases
The leads and cases a contact is connected to, gathered in one place on the contact's page.
You'll find this section on a contact and a campaign.
The Leads & Cases section, on a contact, gathers all the leads and cases that contact is connected to (as a client or otherwise) so you can see their whole history with your firm from one place and jump straight to any of them.
Each lead shows its clients and its current sales stage with the date it got there; each case shows its code and clients. Everything is a click-through to the real record.
Where You’ll See It
Leads & Cases appears on a contact who is a client or a lead, and on a campaign (the business the campaign brought in). It’s a roll-up: the leads and cases themselves live in Sales and Cases, and this section links you to them.