# 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.

### <mark style="color:red;">**1. What You’ll See**</mark>

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](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/4.-leads/viewing-and-editing-leads/custom-tags "mention")\
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  ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F4VhfseVAltymSPNI753y%2Fimage.png?alt=media\&token=571294c5-44a9-4cc2-8dd6-54eaf0d7dd8c)

### <mark style="color:red;">2. Editing Data</mark>

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

1. Locate the data you want to edit.&#x20;
2. Hover your mouse over the data, then click the **"Edit"** icon.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F1l47UrQsGmFXuyx57zFH%2Fimage.png?alt=media\&token=7922ac71-b2a4-4c4d-8148-279f37724d0c)<br>
3. Click the dropdown menu and select accordingly. For Participants, you can select more than one option.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fp6vqhuIW26VFOu3PJpne%2Fimage.png?alt=media\&token=00126a78-b520-4622-aa4f-32143f797059)<br>
4. Click **"Save"** to apply your changes. \
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FpWSfKAK1ucKplTq3LnSS%2Fimage.png?alt=media\&token=6404e072-ca67-42b3-863d-3b1dbbb15c7c)

### <mark style="color:red;">3. Shortcuts</mark>

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. \
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  ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FaEy7lTjE4rQybURFOjYt%2Fimage.png?alt=media\&token=04e231a6-2bb9-41f9-aaf4-093e52a422ee)

For more details on these actions, please refer to: [admin-activities](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/4.-leads/viewing-and-editing-leads/viewing-lead-details/admin-activities "mention")

### <mark style="color:red;">4. Delete Lead</mark>

To delete the lead, follow these steps:&#x20;

{% stepper %}
{% step %}

#### Delete the Lead

1. At the top of the Lead Overview Panel, click **"Actions"**.
2. Select **"Delete"**.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FGPc5RjOVzn3CBScjnxkO%2Fimage.png?alt=media\&token=4a09fc6e-7023-45ed-a0f7-98b49940c4a7)<br>
   {% endstep %}

{% step %}

#### 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.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FZ3Gq8yshdy1nu9J7ry9y%2Fimage.png?alt=media\&token=87fbac90-40cc-4eb4-acde-c86a2cda7cc6)<br>
   {% endstep %}
   {% endstepper %}
