Using the Lead Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

How Do I?

Open the Lead Detail view

• On the Navigation Bar, click Leads to open the Lead List view. If necessary, use the Lookup to locate a lead, and then click on the lead name.

Use the Lookup to search for records

View a group

Switch to the List view

• On the toolbar click the List View button, or click the current group tab.

Use common tasks

On the Task Pane, under Common Tasks, you can:

• E-mail
• Mail Merge
• Add Response to Campaign
• Add Note
• New Meeting
• New Phone Call
• New To-Do

information boxes

The lead information boxes contain the primary information about the lead. This section also contains the lead qualification boxes. Users with appropriate permissions can edit these boxes.

detail view tabs

Each tab shows specific information you can use for lead related activities. Click a link to see more information about each tab.

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Leads Overview

Adding a Lead

Editing a Lead

Deleting a Lead