Everything Visible at Once
See lead profile, qualifiers, and activities simultaneously without switching screens or excessive scrolling.
Lead Details Interface Guide
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Your Complete Lead Management Hub
The Lead Details page brings together everything you need to manage your leads effectively. This intelligent interface organizes all lead information, communication history, and management tools in one streamlined view, designed for maximum productivity and ease of use.
What You Can Do
The Lead Details interface is designed around three core areas, each optimized for specific tasks and workflows:
Manage Profile & Contact
Edit lead information, view contact details, and access quick action buttons for calls, emails, and messages.
Organize & Qualify
Assign leads, set follow-ups, add qualifiers, and categorize leads for better pipeline management.
Track Activities
Add comments, attach files, manage tasks, and review complete interaction history.
Smart Design: Everything is organized so you can see and manage all lead information without switching screens or excessive scrolling.
Understanding Your Workspace
Left: Profile Hub
Lead Profile & Contact
- Profile photo and basic info
- Contact details
- Quick action buttons
- Lead source and age
Center: Management
Assignment & Qualifiers
- Assign to team members
- Schedule follow-ups
- Add & Edit qualifiers
- Add custom fields
Right: Activities
Activities
- Capture discussion notes
- Upload, view, and download files
- Create and Manage tasks
- View a complete timeline of all actions
Bottom: Sales
Sales Transactions
- View all quotes created for this lead
- Access and download invoices
- Track sales transactions linked to the lead
Complete Feature Overview
Profile Management
- Contact Info: Name, Email, Mobile number, Telephone (office), Telephone (direct), Address.
- Company: Organization, Designation
- Photo: Upload/manage lead images, business card
- Lead Metrics: Score, age, source
- Info + : website, Social Media links, Date of birth, Special event date
- Connect: Call, Email, WhatsApp, SMS/Text message
Activity Tracking
- Comments: Add notes & track conversations
- Files: Upload/manage documents
- Tasks: Create & track actions
- Logs: Complete audit trail
Assignment & Follow-up
- Assign to: Delegate leads to team members
- Next Follow-up Date: Schedule follow-ups
- Next Follow-up Notes: Add conversation context
- Repeat Frequency: Auto recurring follow-ups
- Do Not Follow-up: Mark unqualified leads
Lead Qualifiers
- Potential Level: High, Medium, Low ratings
- Lead Stages: Track sales pipeline progress
- Deal Size: Opportunity value estimation
- Categories: Product groups, customer types and tags
- Custom Fields: Business-specific information
- Notes Quick liner about the requirement
Sales Transactions
- Quotes: View/download/manage quotes
- Invoices: Access & download invoices
- Reports: List of Quotes and Invoices by Products
How to Use Key Features
1
Quick Profile Edits
Click the "Edit" button in the profile section to update lead information. Changes save immediately without page reloads.
Tip: Option to Add business card, photo,clone lead inside the 3 dots options
2
Add Qualifiers
Look for "+" buttons next to qualifier sections. Click to add potential levels, stages, deal sizes, and custom custom fields.
Benefit: Better lead organization helps with pipeline management and reporting.
3
Manage Activities
Use the activity tabs to add comments, upload files, create tasks, and review the complete detailed lead history.
Pro Tip: Drag and drop files directly into comment areas for quick uploads.
4
Assign & Follow-up
Click user avatars in the assignment section to reassign leads and set follow-up dates with integrated calendar picker.
Reminder: Set follow-up dates to never miss important lead contacts.
Lead Stage Journey
The Lead Stage Journey provides a complete visual timeline of how a lead progresses through your sales process. It helps your team quickly identify the current stage, review previous stage movements, monitor the time spent in each stage, and track SLA compliance—all from a single view.
Lead Stage Journey
New
1 d
Contacted
3 d
Interested
5 d
Proposal Sent
-
Negotiation
-
Won
-
Understanding the Lead Stage Journey
Current Lead Stage
The lead's current stage is highlighted with a filled color, making it easy to identify its current position in the sales journey.
Stage Timeline
Each stage represents a milestone in your sales process. Stages that have not been assigned to the lead remain unfilled.
Days in Stage
The value displayed below each stage (for example, 0 d, 1 d, or 2 d) indicates the number of days the lead has spent in that stage.
SLA Status Indicator
For stages with an SLA configured, a colored indicator shows the current SLA status:
- Green Within SLA limit.
- Orange ≥ 75% duration consumed.
- Red SLA limit exceeded.
Navigation Controls
Use the Previous and Next arrows ( / ) to scroll through all configured lead stages.
Refresh
Click the Refresh icon () to reload the Lead Stage Journey and display the latest stage information.
SLA Configuration: Navigate to Settings → Lead Stage Settings, to set the number of days/ SLA for each stage. The report will immediately start measuring against the new limits.
Why This Interface Works Better
Designed for efficiency and user productivity
Smart Organization
Separate tabs for different activity types help you find exactly what you're looking for quickly.
Get Started Quickly
Pro Tips
- Use drag & drop for file attachments
- Click "+" buttons to add missing information
- Set follow-up dates to stay organized
- Use qualifiers for better lead segmentation
- Check system logs for complete history
For New Users
- Open any lead from your leads list
- Explore the three sections: Profile, Qualifiers, Activities
- Try clicking "Edit" buttons to see inline editing
- Add a comment to test the interaction
- Click different activity tabs to see organization