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To add contact/company to the lead, you need to open the "Leads" section, open a lead card (or create it). Then click on the button "Add contact" or "Add company".

Contacts/companies adding limit:

  • You can add only one company to the lead.
  • You can add an unlimited number of contacts to the lead, but only 40 contacts will be visually displayed in the lead card.

The main contact in the lead card
If you have several contacts attached to the lead, you can make one contact the main one. To do this, click the three dots button next to the contact's name and select "Main contact".
This contact will be displayed the first in the lead card. After setting up mailings in the Digital Pipeline, messages will be sent to the main contacts.

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