Matching Leads and Accounts in Custom Lists

Last updated: 6 years ago

Custom lists are a great way to organize your workflow and monitor your leads and accounts. You can now manually match a saved lead to an account and ensure that the lead associates with the selected account in your lead and account lists. You can view the selected lead and the matched account next to the lead name or account name in your Custom Lead list or your Custom Account list.

To manually match a lead and account:

  1. Click on  Add account next to the name of the lead you want to match in the custom lead list.

  2. In the pop-up box that appears, type in the account you want to match the lead with and click Save.