Open any lead to see contact info, stage, assignees, and full history.
Profile pane
- Avatar, name, company, phone, email, and address.
- Stage pipeline: tap a stage to move the lead.
- Tags, custom fields, and interest level.
- Star or unstar the lead.
Quick actions
- Call, email, open in Google Maps.
- Copy address or share a lead summary.
- Follow-up date and time when set.
Tracking pane
- Activity timeline with editable entries.
- Quick-log pills: Call, SMS, Visit, Demo, Quote, Proposal, Contract, Payment, Note.
- Attached products with sale dates.
- Proposals list with links to the designer.
Edit and delete
Use Edit to change fields. Delete removes the lead and its linked activities. Deletion is permanent.