Lead Overview Panel

The Lead Overview Panel is located on the left side of the lead details page and provides quick access to essential information and actions.

1. What You’ll See

You'll be able to see the following:

• Lead Name – Displayed at the top.

• Owner – The salesperson assigned to the lead (can be updated).

• Participants – Users involved in managing the lead (can be updated).

• Lead Status – Indicates the current lead status (can be updated).

• Custom Tags – Tags for categorizing and adding additional context. For more details, please refer to: Custom Tags

2. Editing Data

You can update key fields as needed by following these steps:

1. Locate the data you want to edit.

2. Hover your mouse over the data, then click the "Edit" icon.

3. Click the dropdown menu and select accordingly. For Participants, you can select more than one option.

4. Click "Save" to apply your changes.

3. Shortcuts

The panel includes shortcuts to help you manage the lead quickly:

• Create Note – Add important notes.

• Send Email – Email the lead directly.

• Add Task – Assign a follow-up task.

• Initiate Call – Call the lead.

For more details on these actions, please refer to: Admin Activities

4. Delete Lead

To delete the lead, follow these steps:

1

Delete the Lead

1. At the top of the Lead Overview Panel, click "Actions".

2. Select "Delete".

2

Confirmation of Deletion

1. A popup will appear asking you to confirm your action.

2. Click "Confirm" to proceed, and the lead will be deleted.