Using the Lead Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

Your workspace may be different depending on your access rights or if your installation has been customized.

How Do I?

Use the Lookup to search for records

View a group

information boxes

The lead information boxes contain the primary information about the lead. This section also contains the lead qualification boxes. Users with appropriate permissions can edit these boxes.

detail view tabs

Each tab shows specific information you can use for lead related activities. Click a link to see more information about each tab.


Details Notes/History Marketing
Attachments Responses Activities

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Leads Overview

Adding a Lead

Editing a Lead

Deleting a Lead




What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at