In this article, you’ll learn what information the Lead detail page contains, how to navigate it, and which fields you can edit.
1. Lead header
In the Lead header, you’ll find basic information and quick controls. In the top-left corner, you’ll see the record name and its code. You can then use the star to mark the Lead as a favorite. Below this line is the Lead’s name, which you can easily edit. Below that, you’ll find the Lead’s stages. You can edit or add them using the gear icon if you have sufficient permissions. You can also cancel the Lead here using the Cancel button.
On the right side of the header is the orange Convert Lead button, which is used to convert the Lead into other records. Under the arrow, you’ll also find the Mark as converted option, which immediately closes the Lead without creating any follow-up records. The header also includes additional information such as the date received in the CRM, source, owner, and priority, giving you a quick overview of the context of the entire record.
Tip: You can convert a Lead into a Client, a Contact person, and a Deal. You’ll find all the details in the help article on Lead conversion.
2. Main tab panel
In this panel, you can switch between individual tabs. You can find tab customization and default tab settings under the gear icon. On the far right, you’ll find the Discussion, where you can leave other users a message related to the Lead. You must add users to the Discussion first.
Basic Information tab
In the Basic Information tab, you record all key information about the Lead. We recommend filling it out as thoroughly as possible. It will save you time when you later convert it into a Client.
For example, you can fill in:
Client name
Company ID (IČ) and VAT ID (DIČ)
Data box (data mailbox)
Social media links
Contact details (phone, email)
Address
Tags
Category
There is also a field for a note, where you can save any additional information. When converting the Lead to a Client, all of this information is automatically transferred to the Client record, including the completed note.
Linked records tab
This tab displays all linked Activities and Attachments related to the Lead. This gives you an overview of what has already happened and what is still ahead.
You can work with the columns in the overview as needed. You can change their order by dragging, adjust the width as needed, and use the pencil icon to show additional columns or hide some. At the end of each row, under the three dots, you’ll find a menu of additional actions depending on the record type.
In the top right, there are three buttons: + Add activity, an export button, and a button to maximize the tab. Using the + Add activity button, you can create a new Activity linked to the Lead, export the overview by clicking the adjacent button, and maximize the tab for easier navigation. You can then adjust the number of records using pagination in the bottom right.
GDPR tab
In the GDPR tab, you record all legal bases that allow you to manage and retain data about your clients. You can learn more about the entire GDPR module here.
Notes tab
To attach a Note to a Lead, use the panel of the same name. Notes take the form of “sticky notes,” and you can insert text, links, attachments, and a visible preview. You can differentiate them by color. You can find more information about Notes in this article.
Custom fields tab
If you create any Custom fields for the Lead, a tab with the same name will automatically appear on the Lead record.
3. Right-side panels
On the right side, you’ll see four panels by default.
Activities panel
The first panel contains a list of Activities linked to the Lead. You’ll see both activities that have already taken place and those still coming up. Using the filter on the left, you can display them by status: not planned, planned, completed, or canceled. On the right side of the panel, you’ll find a green Add activity button, which you can use to easily create a new activity directly on the Lead.
Merk panel
The third panel, Merk, shows financial information about the Lead. This information appears if the Lead has billing details filled in. The panel provides a quick view of financial information without having to open another detail page.
Attachments panel
The last Attachments panel is used for storing files related to the Lead. You can upload, for example, documents, contracts, or other materials you want to keep organized with the Lead in one place.