The lead page

Tap a lead's name anywhere to open its page. Everything about the customer is here, so anyone in your team can pick up where the last person stopped.

On a phone

• At the top: the name, stage, owner and source, then a row of buttons: Call, WhatsApp, Log call, Add note, Set follow-up, Won and Lost. Scroll the row sideways for the rest; ⋯ has the owner change, files and Delete lead.
• Under it, always in view: the Next follow-up bar with the next step, when it is due (red when late, amber when today) and who owns it, with Done, Reschedule and Snooze. When there is none it says No follow-up set with a Set follow-up button.
• Then the summary card (mobile number, value, requirement) and the stage bar: tap a stage to move the lead there.
• Tap Show all details to see and edit every field.
• At the bottom, a bar with Call, WhatsApp and Log stays within reach of your thumb.

On a computer

The same row of buttons sits under the name: Call, WhatsApp, Log call, Add note, Set follow-up, then Won and Lost (Lost asks for a reason) and ⋯. The Next follow-up bar runs the full width under it, with Done, Reschedule and Snooze. The stage bar comes next; click a stage to move the lead there. On the left are Summary and Details, and the History fills the middle.

Editing details

Tap any value under Details, such as City or Deal value, change it, then press Enter or tap elsewhere. It saves straight away. Files can be photos, PDFs or quotes, up to 10 MB each. If another lead has the same number or email, it is listed at the bottom under a heading that says what matched, such as Same phone number or Same email.

History

History lists every call, message, note, stage change, follow-up done and file, newest first. Use All, Notes, Calls, WhatsApp, Stage changes and Files to show only one kind.

To fix a note or call note, tap ⋯ next to it, then Edit or Delete. WhatsApp entries can be deleted the same way, but not edited. You can change your own for 24 hours; owners and admins can change any of them at any time. A deleted entry can't be brought back.

Owners and admins can delete the whole lead from ⋯, then Delete lead. See Undo and deleted leads.