Link Lead to Contact/Company

Article • 5/21/2026 • 2 min read

Leads are approved, or qualified, by promoting them to contacts or companies. You may create a Contact and/or Company from information gathered for a lead, or link the lead to the existing company/contact. From the Contact and Company profile tabs, you can view related leads, or navigate to the lead data.

Connect lead to an existing company/contact

  1. On the left navigation pane, click Leads.

  2. Click the Search icon .

    This lists the lead records.

  3. Select the desired lead record. It opens the selected lead record in drawer view.

  4. Click edit icon. It opens a specific lead record page.

  5. On the Lead tab, click the search icon in the Related to Company / Related to Contact field.

  6. Search for the desired company/contact.

  7. Click save.

Promote Lead to a NEW Company/Contact

  1. Go to the lead record and and select the Options icon (three vertical dots) on the action bar .

    New Contact / New Company page opens.

  2. Choose Create Contact/Create Company.

  3. The default information will be auto copied, e.g. name, address, email, phone, etc. You can enter other information if needed.

  4. If you choose Create Company, the duplicate check will be auto performed and any suspected duplicate will be listed under the Company Name field. There is also a Contact tab and the lead will be copied over to the contact of the selected new company.

  5. Click Save.

  6. The new contact/company will be created, and get linked to the selected lead in Linked to Contact/Linked to Company field.