Lead Details
You can view the lead details and the history from the lead details page. Basic sections of the lead details page are below:
Header
At the top of the lead details page, you wil lfind the lead header. You can access the following information and features from here
- Lead Name and Id
- Current lead state - You can click on a state to change the lead state immediately
- Current assignee of the lead - you can click and change the assignee of the lead from here too
- Status of the lead - This is also changeable
Sidebar
The side bar contains deeper information of the lead. By default it has the following sections
- Lead Summary
- Lead Details - All the attributes of the lead can be configured here
- Assignment Details
Sidebar Customization
You can customize the widgets shown in the sidebar by clicking the 3 dots next to the summary widget and clicking "Organize Sections"
Lead Tabs
In the right side below the header, you will find the main feature tabs of the lead object. The following tabs areavalible by default
- Notes - Useful in capturing notes for this lead
- Next Task - Shows the task form for the next task if configured
- Email - The email tab shows the emails sent or received for this tab
History
The history section at the bottom, shows the entire log of events for the lead in a timeline format. It includes
- Lead creation and update events
- Chat messages received and sent against the lead
- Tasks completed against the lead
- Calls made
- Emails sent or received against the lead