Lead Detail View

The Lead Detail drawer opens when you click any lead card on the Kanban board. It provides a full view of the lead's data, lets you edit fields, view activity history, add notes, and manage assignments—all without leaving the CRM.

Opening the Lead Detail Drawer

1. Go to CRM in the sidebar.
2. Select your Entity.
3. Click any lead card on the Kanban board.
4. The drawer slides in from the right (or bottom on mobile).

You can also open the drawer from search results or list views if your CRM offers them.

What's Inside the Drawer

Header

• Lead identifier – Usually the primary field (name, email, or custom) that identifies the lead.
• Status badge – Current status; click to change it quickly.
• Assign – Assign the lead to a team member.
• Close – Close the drawer (X or click outside).

Fields Section

All lead fields from your Entity appear here. Editable fields show as form inputs; read-only fields (e.g., system fields) are displayed as text.

• Inline editing – Click a field to edit it. Changes save automatically or via a Save button, depending on configuration.
• Field types – Text, email, phone, date, select, checkbox, etc. match your Entity definitions.

Activity & History

• Timeline – A chronological list of changes: status updates, field edits, notes added, assignments.
• Who and when – Each activity shows the user (if applicable) and timestamp.
• Filter by type – Some views let you filter to notes only, status changes only, etc.

Notes & Mentions

• Add a note – Type in the notes field and save. Notes appear in the activity timeline.
• Mention a team member – Type @ followed by a name to mention someone. They receive an email and in-app notification.
• Use cases – Call summaries, follow-up reminders, internal comments for your team.

Tasks

• Create a task – Switch to the Task tab in the composer to assign a task with an optional due date and owner.
• Daily reminders – Task owners receive daily email reminders once the due date arrives, until the task is completed.
• Complete a task – Click the checkbox in the timeline to mark a task as done.
• Learn more in the Tasks article.

Best Practices

• Keep notes concise – Use notes for context that isn't captured in structured fields.
• Edit fields promptly – Update contact info, status, and custom fields as you work the lead.
• Check history – Before reaching out, review the timeline to see prior touches and notes.

Next Steps

• Return to the Kanban board and drag leads between columns
• Assign leads to team members
• Search and filter leads
• Create tasks and follow-up reminders
• View your notifications