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Link Two or More Leads Together with the Linked Leads Feature

Easily link leads in your CRM to reflect relationships and improve communication.

 

Why This Feature Matters

 

 

Linked Leads helps teams manage relationships between multiple contacts:

 

  • Reflect familial or social relationships (e.g., spouses, partners, friends)

  • Enable smoother collaboration between agents

  • Automatically CC linked leads on listing alerts and emails

  • Reduce duplicate outreach and improve lead context

 

 

 

Step-by-Step Instructions

 

 

 

Link Leads from a Lead’s Detail Page

 

 

  1. Go to a lead’s detail page.

  2. Hover over the Linked Leads section.

  3. Click Edit, then choose + Add Linked Lead.

  4. Search for and select the existing lead to link.

  5. Define the relationship (e.g., Spouse, Child, Partner).

  6. Optionally toggle CC Linked Leads on Listing Alerts.

  7. Click the blue checkmark to save.

 

 

⚠️ Both leads must already exist in your account.

 

 

Set CC on Emails

 

 

  • When composing an email, click CC Linked Leads.

  • Choose to include all or select specific linked leads.

  • Hover over the checkbox to view restrictions, if any.

  • Add additional email addresses using Add CC.

 

 

 

Who Can Link Leads?

 

 

  • Manager-Level Users: Can link any leads in the database.

  • Agent-Level Users: Can only link leads they’re assigned to as buyer or listing agent.

 

 

 

Relationship Logic

 

 

  • Relationships are mirrored (e.g., Spouse to Spouse, Sibling to Sibling).

  • Exception: If A is labeled “Parent” of B, then B is automatically labeled “Child” of A.

 

 

 

Best Practices

 

 

  • Use relationship tags consistently to reflect client connections.

  • Turn on CC settings for spouses or co-buyers to streamline property updates.

  • Use linked leads to keep entire households informed and organized.

 

 

 

Troubleshooting Common Issues

 

 

Issue: CC Linked Leads option not available

Fix: You may not have permission to email that linked lead, or they may not be assigned to you.

 

Issue: Cannot find lead to link

Fix: Ensure the second lead already exists in your database and meets your permission scope.

 

 

FAQs

 

 

Q: Can I link a lead to multiple other leads?

A: Yes, there’s no limit to the number of linked leads per record.

 

Q: Can agents see linked leads outside their assignments?

A: Partially—they’ll see the name and relationship, but not the contact details or lead page.

 

Q: Can linked leads get each other’s listing alerts?

A: Yes, if CC Linked Leads on Listing Alerts is enabled.