The Activities tab provides a centralized view of all actions related to the lead — including notes, emails, calls, and tasks — helping you track interactions and manage follow-ups efficiently.

1. View Activities

To view a lead's details, follow these steps:

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:

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.

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.

For more details on these actions, please refer to:

4. Delete Lead

To delete the lead, follow these steps:

The Notes tab allows you to document important information and interactions related to a lead. You can easily view, create, edit, and delete notes to keep track of your communications and follow-up actions. This helps ensure a clear and organized record of all client-related activities.

1. View Notes

2. Create Notes

To create a new note:

1. Click "Create Note".

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Tag the note by selecting the "Email" or "Call" icons to indicate the communication channel used. Tip: Tagging notes helps you quickly identify the communication channel for efficient follow-up. Enter your note content in the text box.

3. Edit Notes

Only the creator of the note or the CRM owner can edit notes.

To edit a note:

1. Locate the note you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

Note: If you are not the creator of the note or the CRM owner, the “...” button will not be visible, and you will be unable to edit the note.

4. Delete Notes

• By default, only the creator can delete their notes.

• With permission, other users may also delete notes.

• To delete, click the "Delete" icon on the note, then confirm.

By default, only the creator of the note or the CRM owner can delete notes.

If you want other users to be able to delete notes created by others, assign them the “Delete Notes” permission. For more details, refer to:

To delete a note:

1. Locate the note you want to delete.

2. Click the “...” button and select "Delete".
3. A confirmation pop-up will appear. Click "Confirm" to proceed.

The Admin Activities panel displays all actions and communications related to a specific lead. These activities are organized into tabs for easy navigation and management.

Tabs include:

• Activities – Overview of all actions (notes, emails, calls, tasks).

• Notes – Add, edit, and delete notes.

• – View email history and send emails.

• – Track call records and initiate calls.

• – Create, edit, and manage tasks.

• – Track all updates and responsible users.

The Tasks tab helps you manage your follow-up actions with leads by tracking all pending and completed tasks. Tasks are organized to give you a clear overview of what needs attention and what has been completed, ensuring nothing falls through the cracks.

1. View Tasks

2. Create Tasks

To create a task, you must have the "Add Tasks" permission. If this permission is not enabled, you will only be able to view tasks. For more details, refer to this section:

To create a new task:

1. Click "Create Task".

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Fill in the required fields. For more details, refer to this section:

3. Edit Tasks

Only the following can edit tasks:

• Task Creator

• Assigned Party

• CRM Owner

To edit:

1. Locate the task you want to edit.

2. Click the "..." button and select "Edit".
3. Make the necessary changes.

4. Delete Tasks

Only the following can delete tasks:

• Task Creator

• Assigned Party

• CRM Owner

To delete:

1. Locate the task to delete.

2. Click the "..." icon and select "Delete".
3. A pop-up will appear for confirmation.

5. Complete Tasks

To complete a task:

1. Locate the task under "To Do List".

2. Click the "Tick" icon to mark it as completed.
3. Once marked, the task will move from the To Do List to the Completed section (categorized by the month of completion) and will appear with a strikethrough for easy identification.

The Info Updates tab provides a log of all actions performed on the lead, helping you monitor and track activities easily. It also indicates who performed each action, ensuring accountability and transparency.

Key points:

• Displays all lead-related updates in chronological order, categorized by month.

• Shows details of the activity, including the type of action, timestamp, and user responsible.

• Useful for auditing and understanding the lead’s activity history.

The Calls tab provides a complete log of all phone interactions with your lead, including both outgoing and incoming calls. This allows you to review call details and quickly initiate new calls directly from the CRM.

1. View Call Records

2. Calling Leads

To initiate a call with your lead, simply click on the "Call" icon in the Lead Overview Panel. For more information, please refer to this section:

The Emails tab displays all email communications related to the lead. It allows you to view email records and, if you have the necessary permissions, send new emails directly from here. This centralized view helps you track email interactions and maintain efficient communication with your leads.

1. View Emails

2. Sending Emails

To send emails, you must have the Emails permission enabled. Without it, you can only view email records. For more details, refer to this section:

To send emails:

1. Click "Send Email" under the Emails tab.

2. Alternatively, use the shortcut icon on the lead overview panel.
3. Fill in the following fields:

This tab displays detailed information about the lead, including their status, personal details, and source information. It allows you to review and update key lead data to keep your records accurate and up to date.

1. What You’ll See

You'll be able to see the following:

• Lead Status – Indicates whether the lead is converted or unconverted.

• Name

• Gender

• Nationality

• Email

• Phone

• Comment

• Source

• Join Date

2. Editing Data

You can update lead details by:

1. Clicking the "Edit" icon.
2. Amend the information.

3. Clicking the "Save" icon to apply changes.

You can convert a lead into a client by choosing one of the following actions:

• Send Registration Email

• Create a Client Portal Account

• Bind to Existing Client

You will also see the client portal user status, indicating whether they are "Unregistered" or "Registered".

1. Send Registration Email

You can send an account registration email to the lead using this shortcut. Follow these steps:

2. Create a Client Portal Account

If you prefer to create a client portal account for the lead directly, follow these steps:

3. Bind to Existing Client

If the lead already has a registered client account, you can bind the lead to that client. Follow these steps: