Follow these steps to link a lead successfully:

  1. Click on the Get Started tab.
    2. Get Started tab - BangDB
  2. Click on My Lead Pipelines.
    3. My Lead Pipelines - BangDB
  3. Select any project from the list.
    4. Select Project - BangDB
  4. Select any lead from the list.
    5. Select Lead - BangDB
  5. Click on the Link button from the Lead Detail Page.
    6. Click Link Button - BangDB
  6. After clicking, a Link Popup will appear.
    7. Link Popup - BangDB
  7. Fill in all required details in the Linking Popup.
    8. Fill Details - BangDB
  8. Click on the Submit button.
    9. Submit Button - BangDB
  9. Upon submission, you will see a confirmation message: "Link Added Successfully".
    10. Link Added Successfully - BangDB
  10. To view linked lead details, click on the linked lead from the Lead Detail Page.
    11. View Linked Lead - BangDB
  11. A popup will open displaying the linked lead details.
    12. Linked Lead Details Popup - BangDB