Lead Details

Learn how to navigate through the leads details and all the related components and actions available.

Lead Details Layout

When viewing the Lead details page, it is structured as follows:

A. The Lead’s Full Name
B. Lead Basic Details: It displays the basic details for the lead.
C. Navigation Tabs : A collection of links that allows easy navigation to the lead’s related data. Depending on the permissions and features available on your subscription plan, the tabs available might differ.
D. Actions Panel: A collection of actions available for the lead. Depending on permissions, the actions available might differ.

Lead Actions

From the lead detail page, you can take the following actions:

The actions available might vary based on your role (permissions) and on the features included on your subscription plan. Contact your system administrator for more details.

• Edit the lead details

• Convert the lead

• Merge a document

• Send an Email

• Send an SMS

• Delete the lead