What does the “Associate as Contacts” do to leads?

Subject

Applies to: Admin/Branch Manager
Purpose: Explain how Admin/Branch Manager users can associate multiple leads as contacts.
Location in Ricochet: Lead Management

Description

Admin/Branch Manager users can link up to 50 leads together as contacts, allowing visibility and interaction between related lead records.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. The "Associate as Contacts" allows you to link up to 50 leads together to have visibility from within another lead record.

To associate leads as contacts, select up to 50 leads on the lead management page.

2. Click Associate As Contacts

3. Click Ok to associate the leads as contacts.

4. To view the Contacts, click into a lead that you just associated as a Contact.

5. Click the Contacts tab

6. To view the other lead or leads that are associated as a contact, click the "View" icon - this will take you to the lead record.

7. Once you get to the other lead record, click the Contacts tab

8. You may also call the lead from the Contacts tab by clicking the phone icon to initiate a call.

9. If you need to delete a contact, you can click the trash can icon to remove the contact from the lead.

Note: Removing the contact from one lead will not automatically remove it from the lead/contact page you deleted.

10. Click Ok to confirm deleting of the contact

11. Once removed, you'll see a confirmation message at the bottom right that the contact was deleted.