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          Enable the Related Business Referrals List (Managed Package)

          Enable the Related Business Referrals List (Managed Package)

          Help relationship managers and lending assistant better manage their referrals by giving them the ability to identify related referrals.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

          Managed Package Icon This is a Financial Services Cloud managed package feature.

          1. From Setup, open Object Manager and click Account.
          2. Open Page Layouts and click Account (Business Referral) Layout.
          3. In the sections list, click Related Lists.
          4. Drag Related Leads to the Related Lists section.
          5. Save your changes.
           
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          Salesforce Help | Article