Click a lead's name on the Leads page to open a preview panel. Click Open full record to see the whole lead: contact details, a suggested next action, the sequence they are on, and a timeline of everything that has happened.
The preview panel
The panel shows the lead's name, stage, company and signal, plus who owns the lead. From here you can:
- click the email, phone or message icons to reach out
- click Add note to log something under Recent activity
- click Open full record for the full page
The full lead record
- Header. The lead's name and a stage menu you can change. Email, Call, Message and More sit at the right.
- Next action. A suggested way to start the conversation, with a drafted message. A Follow-up agent switch turns the agent on or off for this lead.
- Essential Information. Phone, email, lead source, job title, website and social links, and location. Click Enrich to fill in missing details. Budget, timeline and need are in the same section.
- Linked. Link the lead to a deal. See How to create a deal in FlowForce.
- Sequence. Click Start sequence to put the lead on an automated email sequence, or View sequence history to see past ones.
- Timeline. Emails, calls, notes and other activity. Click Add to add an entry.
- Intelligence. A collapsed section with more detail about the lead.
Remove a lead
At the bottom of the record, under Danger zone, click Move to trash. The lead goes to Trash, where you can restore it until your retention period ends.
If it did not work
I cannot change the stage. You may not own the lead, or your role is read only. Ask an admin to check.
Enrich did nothing. FlowForce may not have more details for that person.