Work with Lead details
Update a lead, manage follow-ups, collaborate with your team, and convert qualified interest into a deal.
The Lead detail workspace combines the customer timeline with the fields and actions needed to qualify an opportunity.
Understand the workspace
The center of the page contains activity tabs for communication and follow-up work. The record panel on the right contains the Lead's image, contact actions, key fields, and other sections configured for your team.
Changes stay in context
Use the documentation sidebar alongside the Lead. You can follow these steps without leaving or reloading the record.
Qualify and update a lead
Confirm the identity
Check the Lead name, organization, email, mobile number, and source. Select the record identifier at the top of the detail panel when you need to copy it.
Set ownership and status
Use Assign to to make responsibility clear. Update the status from the header as the Lead moves through your qualification process.
Record the next action
Add a task, note, comment, email, call, SMS, or WhatsApp activity from the relevant tab. A useful record should make the next step obvious to another teammate.
Keep fields current
Edit values in the right record panel. Field sections and required information may vary because administrators can customize the Lead layout.
Communicate from the record
The quick actions below the Lead name can start a call, compose an email, open the website, or attach a file. An action that depends on a phone number, email, or website will prompt you when that value is missing.
Use the activity tabs to review the complete history rather than relying only on the latest message. Attachments, notes, tasks, comments, and supported communication channels remain connected to the Lead.
Convert a qualified lead
Select Convert to Deal in the header when the Lead is qualified and active sales tracking should begin.
During conversion, connect existing Contact and Organization records or create them from the Lead's information. Review the proposed records before confirming so you do not create duplicates.
Conversion changes the working record
After conversion, continue opportunity management from the Deal. The active Lead list excludes converted leads.
Delete a lead
The delete action appears only when you have permission. Review linked records in the confirmation flow before deleting; deleting a Lead is different from converting or disqualifying it.
Return to the queue
Use the breadcrumb in the header to return to the same Lead view. For filtering, bulk work, and view management, see the Lead list guide.