Overview
The Lead Details screen brings together a lead’s contact information, communication history, appointments, notes, and supporting documents. Use it to understand previous interactions, record an outcome, and plan your next step.
For example, before calling a prospect, review their history and notes. After the conversation, select an action to record the outcome and schedule a follow-up appointment.
Available tools and tabs may vary based on your account configuration, enabled integrations, and user permissions.
Open Lead Details
Go to My Leads.
Find the lead you want to work on.
Right-click the lead and select View Lead Details, or double-click the lead’s name.
Find the main tools
Tool | What you can do |
Maps | View the lead’s address on a map. |
Quick Search Leads | Search for leads by first name, last name, phone number, or company name. |
Transfer | Transfer the lead to another user. |
Compose an email or send a configured email template. | |
Actions | Select an available workflow action, also called a disposition, to record an outcome and run its configured operations. |
Before selecting an action: Check that it matches the outcome you want to record. Depending on its configuration, an action can change the lead’s status or trigger other operations.
Screenshot: Main tools on the Lead Details screen.
Use the information tabs
Tab | What you can do |
Appointments | View and schedule appointments. Other appointments on your calendar are also shown to help you avoid conflicts. |
History | Review timestamped lead activity, including actions, calls, emails, and status changes. |
Calls | Review inbound and outbound call logs and recordings, when available. |
Voicemails | Listen to voicemail recordings from missed inbound calls. |
Emails | View emails sent to the lead and open individual messages. |
Pipeline | View and update the lead’s stage in your sales pipeline. |
Notes | Add conversation details and review previous notes. |
Email Statistics | Review delivery, open, and bounce metrics for emails sent to the lead. |
AdobeSign Agreements | View agreements signed through the AdobeSign integration, when enabled. |
Documents | Upload and access documents associated with the lead, such as contracts or forms. |
Contacts | Link other contacts to the lead or convert the lead into a contact. |
Products | Associate products from your company’s Product Library with the lead. |
Screenshot: Information tabs on the Lead Details screen.
Work a lead
Review previous activity. Open History and Notes before contacting the lead.
Communicate with the lead. Use Email to compose a message or select a template.
Record the outcome. Select the appropriate disposition from Actions after a call or interaction.
Add useful details. Use Notes to record information your team needs for future conversations.
Schedule the next step. Open Appointments and select Add Appointment to schedule a follow-up.
Update the sales stage when needed. Use Pipeline to reflect the lead’s progress.
Confirm your updates
After recording an interaction, check that the note, appointment, or other update appears on the correct lead.
If you selected an action, verify the expected result, such as a status change or a new entry in History.
Troubleshooting
Problem | What to check |
The Pipeline tab is missing. | Ask your administrator whether Pipeline is enabled for your account and record type. |
An appointment is missing. | Confirm it was saved and associated with this lead. Check your main Calendar to see whether it appears there. |
Call recordings are unavailable. | Confirm recording is enabled and ask your administrator whether your user role permits access. |