The lead detail page is where you actually work a deal: edit the fields, record what happened, and decide what's next.
Tabs on the page
- Overview — name, value, dates, linked account and contact, stage, summary metrics.
- Activity — chronological timeline of calls, emails, WhatsApp, SMS, and notes against this lead.
- Files — proposals, contracts, and other documents attached to the lead.
Common tasks
- Update lead fields — value, expected close date, source, etc.
- Advance the stage — move the lead to the next stage from the detail page or by dragging it on the kanban.
- Reach the contact — use the email, call, WhatsApp, or SMS composer. Each touch lands on the activity timeline automatically.
- Pin a note — pinned notes float to the top of the timeline so the next teammate sees the latest context first.
Tips
- Keep the close date honest. Forecast quality is downstream of clean dates.
- If a lead has stalled, don't just re-date it — leave a note explaining what's blocking and what you're waiting on.