Is there a way to see what lists a lead is a member of?

Anonymous
Not applicable

Is there a way to see what lists a lead is a member of?

When I look up a lead I'd like to see what lists they are a member of. Is this possible?

6 REPLIES 6
John_Clark1
Level 10

Re: Is there a way to see what lists a lead is a member of?

Hi Pia,

There isn't currently any way to see, all in one place, what lists a lead is a member of.

John

Anonymous
Not applicable

Re: Is there a way to see what lists a lead is a member of?

Time to get a bit creative. I'd go to the lead record and check out activity history. Change your activity custom filter to list only "Add to List." This will give you all the lists in one consolidated view.

It is only one lead at a time and will not work for smart lists.

Philip_Tieu
Level 5

Re: Is there a way to see what lists a lead is a member of?

It's a good idea you can suggest over at Ideas

I would vote for it!

Abby_Ryan
Level 2 - Champion Alumni

Re: Is there a way to see what lists a lead is a member of?

I would vote for it, too!

Anonymous
Not applicable

Re: Is there a way to see what lists a lead is a member of?

Hey all, I found the same request in "Ideas." Head over and vote for it!

Philip_Tieu
Level 5

Re: Is there a way to see what lists a lead is a member of?

Nice find Pia!