Adding a Sub-Contact to a Lead:
1. Accessing Leads Module:
Open the Leads Module from the explore bar on the left side of the page.
2. Exploring Tabs:
Check the tabs in the header, especially the MY LEADS tab.
Use the search bar and toggles for effective data filtering.
3. Adding Sub-Contact:
Open the Lead's Information Page:
Click on the relevant lead to see its details.
Click on "Add Sub-Contact."
Note on the right side that the sub-contact you're creating is linked to the correct lead (parent lead).
Complete and capture all the sub-contact information or link an existing lead as a sub lead by clicking on the Use Existing Lead button
Save your changes.
You have now successfully linked a sub-contact to the parent lead info.
The sub-contact will display an icon next to the name in your leads list, indicating that it is a sub-contact.
Use Case Example:
This is useful when your client has multiple sites, and each site needs its own address on the quote, job card, or invoice. The main billing information remains the same, but the contact person and addresses may differ.