Inside a Lead Record
Everything on a lead's page: actions, details, activity and contacts.
Open any lead to see everything about it.
Action Bar
Call, WhatsApp, SMS, Email, Log Activity, Book Appointment and Convert to Customer. More has Enrich Lead, Take Over Negotiation, Hand Back to the AI, Prepare Campaign Audience, and Reactivate, Discard or Archive.
Tabs
- Overview: contact and company details (including consent and Do Not Contact), the opportunity, qualification notes and recent activity.
- Activity and History: everything that happened, on every channel.
- Emails and Contacts.
- Requirements: the deal workflow (Introduction, Requirement, Presentation, Demo, Proposal, Agreement). Record each step, download it as a PDF, or send its emails.
- Files and Notes.
The sidebar shows the Next Step (Set Follow-Up, Book Appointment), the owner, the Lead Score and linked board Cards.
Consent
Each channel (Email, SMS, WhatsApp, Call) shows its consent basis and expiry. Click Set basis to record one, with a note and proof (a link, message or call ID).
- Published applies to email only and needs a web address as proof.
- A Withdrawn channel can only be changed to Express consent.
Without valid consent, marketing messages to that channel are blocked.
Log an Activity
Click Log Activity, add a subject, type (call, email, meeting, note, task and more), date and description. A Next step follow-up (due in 2 business days) is added by default; choose No next step to skip it.