Hi- is it possible to add subpanels to the Leads section? I have a way to view/edit subpanels in the Accounts section, for example, but I’m not sure how to add subpanels to the leads section. The end goal is to upload and keep track of documents associated with each lead.
Hi labrumfield,
This can be accomplished by adding a relationship between the two modules that you want the subpanel to appear in. In this case, by going to studio -> leads -> relationships you can add a relationship between “Leads” and “Documents” causing the subpanel to appear.