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The lead view

The lead view puts everything about a lead in one place, lets you edit details on the spot and shows the full history. 📋✍️

Written by Fabian Soldner

This article covers how the lead view is laid out, where to find which information, and how to interact with your leads straight from it.

Header

The top section gives you the essentials and the actions you’ll reach for most:

  • The lead’s name

  • Status badge, changeable with a click

  • Phone number and email address for quick contact

  • Three-dot menu with: go to chat, export PDF, move, download and delete

Lead data (left-hand side)

This is where every mapped field for the lead sits. Click a field to edit its value on the spot. „Add new field“ lets you record additional information about the lead.
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Activity (right-hand side)

The right-hand side is split into five tabs:

History

Everything that has happened, in order: notes, file uploads, status changes and the creation of the lead itself.

You can write and save notes right in the text field at the bottom. Important notes still belong in the description field at the top.
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​Notes
Every note you’ve written, in order, with nothing else mixed in: no status changes, no files.

Files

Upload documents and images for the lead here (PDF, JPEG, PNG, DOCX, max. 15 MB). You can view, download or delete uploaded files whenever you like.
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Emails

Every email sent to this lead.
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Chat

WhatsApp conversation with the lead, right from the lead view. Pick a template and message them directly. More on this in Chatting with leads.

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