Lead Detailed View
The Lead View is the full record for one prospect, from first contact through to conversion. It gathers their details, the activity against them and the documents they have been sent — so nothing about a live prospect has to be pieced together.
Overview
Open a lead from the Leads List. The view is organised into tabs so identity, activity and documents stay separable.
Details in Lead View
General Tab
| Field | Description |
|---|---|
| Name and Company | Who the lead is and who they represent. |
| Email / Phone | Contact details. |
| Currency | What they would trade in. |
| Source | Where the lead came from. |
| Status | Their funnel position. |
| Assigned To | Who owns the relationship. |
| Industry / Country | Segmentation detail. |
Activity and documents
| Tab | Shows |
|---|---|
| Activity | Calls, meetings and reminders logged against the lead. |
| Proposals | Offers sent — proposals can go to leads before they are customers. |
| Opportunities | Qualified deals raised from this lead. |
| Tasks | Follow-ups committed to. |
Converting a lead
When a lead buys, convert them to a customer. Conversion is what lets you raise orders and invoices against them — a lead cannot be invoiced.
Convert at the point of winning, not before. Converting early fills your customer list with prospects who never bought, which distorts every customer count and report that follows.
Related pages
- New Lead — capture a lead
- Leads List — manage the funnel
- New Opportunity — qualifying the lead
- New Customer — where a won lead ends up