Help -- Lead Detail

 

Clicking on any lead in the lead list opens the Lead Detail. The Lead Detail screen provides an expanded view of all the data contained in the lead record. From this screen, you may edit any section of the Lead by clicking the applicable section.

Fields

Lead Status/Pipeline

Types

Users

Grouped Leads

Tasks

History

Comments

Email

Attachments

Audits

Certain Accounts allow copying a Lead from one account to another. Click here for more information on copying a Lead.

Back to Leads Tab

For More Help Sections, go to the Table of Contents