Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Is anyone using WF to track sales leads? Specifically a contact list? We'd love to be able to do this without having to have the Company Name be the Task and the Contact Name be the child task?

Avatar

Level 2
 
2 Replies

Avatar

Level 10

Hi Amy, how about setting the project as the company and the task as the contact?

Avatar

Level 2

Hi! We actually have several "leads" in one project...not enough activity at the lead level to warrant it's own project.