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All collections Leads, Integrations & Dashboard What is the Lead Preview and what can I do with it?

What is the Lead Preview and what can I do with it?

Updated

Preview each Lead with a detailed insight at an immediate glance. This allows you to multiple 'Quick Actions' depending on the Lead. Quick Actions include Owner, Lead Score, Lead Interest, Lead Status, Lead Stage and Tags. All of which can be instantly updated as your team connect with the Lead. One click to Call, Callback or Send SMS. View all Lead information including Lead Form & Data, Insights, Activities and Timeline to better make informed decisions. Team can add additional notes directly from the Preview Panel.

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