Viewing a Lead's Profile

The Leads page displays all your leads in one place, but the rest of the lead's details can be found in their individual lead profile page.

From the Leads page, click on a lead’s name to view their full profile. 

Here, you can see the full story, as well as take quick actions like updating their profile or adding new history items, tasks, notes, or saving that lead as a Contact to move it to your CRM Contacts table. 

Quick-Action Buttons

Lead profiles have quick-action buttons that enable you to call, text or email the lead. You may also click the top buttons to add the lead as a contact, or archive that lead. 

Contact Info and Details

On the left-hand side of the Lead profile, you’ll see contact information such as their name, phone, email, their organization, who they’re assigned to within your business, and more. These Contact Info and Details sections are standard and the fields within these sections cannot be added or removed. However, you can fully customize additional sections and Contact fields using the Contact settings page. 

Lead Intake Information

The top of the Lead’s profile will show either their form submission or call details based on how the lead initially contacted your business. 

Notes

Select the Notes tab to view internal notes about theLead. Click + Add Note to create a new note in this section. 

Tasks

If you're assigning internal tasks with the CRM, anything assigned on behalf of this lead will be displayed here. This helps keep your team up to speed on the work that's been done. 

Add a new task to a lead using the + Add Task link. Filter, search, or export tasks via the Tasks navigation bar. Delete or edit tasks using the overflow menu to the right of the task. 

To mark a task as completed, click the checkmark to the right of the task. You can also de-select a checkmark to revert a completed task to an uncompleted state. 

Red icons on a task will indicate that the task is flagged as Urgent. 

You’ll see the task name, start/end date, and status within the Tasks table.

History Feed 

On the right side of the lead profile, you’ll see any History associated with that lead. View all history items that have been logged for the lead. This gives you a good idea of what actions have been taken for this contact by anyone within your business. 

You can click + Add History to manually enter a new history note. You can edit or delete any history notes that you add manually, but any automated history notes cannot be edited or deleted.