Lead Details
Everything about a lead. One place.
Everything About Every Lead
Click a lead. See everything. Edit anything.
Open Lead Details
- Go to Leads
- Click any lead
- Detail panel opens on the right
What You See
┌─────────────────────────────────────────────────────────────┐
│ JOHN SMITH Score: 85 │
│ ───────────────────────────────────────────────────────── │
│ │
│ CONTACT │
│ 📱 +1 (555) 123-4567 │
│ ✉️ john@example.com │
│ │
│ STATUS │
│ Stage: Qualified │
│ Agent: Sales Bot │
│ Source: Facebook Ads │
│ │
│ LEAD MEMORY (AI learned) │
│ • Budget: $500k-600k │
│ • Timeline: 3 months │
│ • Looking for: 3BR single family │
│ • Preapproved: Yes │
│ │
│ NOTES (your internal notes) │
│ VIP referral from Mike. High priority. │
│ │
└─────────────────────────────────────────────────────────────┘Key Sections
| Section | What It Shows |
|---|---|
| Contact Info | Phone, email, name |
| Lead Score | 0-100 engagement score |
| Stage | New, Engaged, Qualified, Booked, etc. |
| Assigned Agent | Which AI is handling this |
| Source | Where they came from |
| Lead Memory | Facts AI learned from conversation |
| Notes | Your internal notes (AI can reference) |
| Tags | Custom labels for filtering |
Editing
- Click Edit
- Change anything
- Click Save
AI uses updated info immediately.
Lead Memory
This is powerful. AI automatically extracts facts from conversations:
- Budget
- Timeline
- Preferences
- Objections
- Key details
AI uses this memory for personalized follow-ups.
FAQs
"Can I change the assigned agent?" Yes. Select a different agent from the dropdown.
"What is Lead Memory?" Facts AI extracts from conversations. Used for personalization in future messages.
"Can I add to Lead Memory?" Currently auto-generated. Add important info to Notes and AI will reference it.
"Can I delete a lead?" Yes. Click Delete at the bottom. This is permanent.
"Does editing trigger AI?" No. Editing doesn't send messages. AI uses updates for future messages only.
"Can I see the conversation from this view?" Yes. The conversation thread is right below the details.
Related
- Lead stages — Lifecycle explained
- Lead scoring — How scores work