Using the Lead detail view

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

Note: The workspace can be different depending on your access rights or if the installation has been customized.

To access the Lead detail view, you can select Leads from the Navigation Bar to access the Lead list view or use the Lookup to locate a lead, and click the Lead Name.

On this page, you can:

Click List View,or the current group tab on the toolbar to switch to the list view.
Use the Lookup to search for records. See Using Lookup
View a group. See What are Groups?

The Task Pane, contains the Common Tasks section. In this section you can:

Use Mail Merge in the web client. See Using Mail Merge in the Web Client
Email. See Emailing Contacts or Leads
Add Response to Campaign. See Adding Response Information
Add Note. See Adding a Note
New Meeting. See Scheduling an Activity
New Phone Call. See Scheduling an Activity
New To-Do. See Scheduling an Activity

Information fields

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

Detail view tabs

Each tab shows specific information you can use for lead related activities.

Details. See Lead Details Tab
Notes/History. See Notes/History Tab
Marketing. See Marketing tab
Attachments. See Attachments tab
Responses. See Responses Tab
Activities. See Activities Tab
Active ION Workflows. See Active ION Workflows tab

User Defined Section

You can drag and drop tabs into the user defined middle section. See Dragging and Dropping