LEAD DETAIL MASTERY
Your command center for every lead. Track, engage, and convert with unparalleled efficiency.
The At-a-Glance Header
Alex Johnson
a.johnson@email.com (555) 123-4567
Core Information Panels
Contact Information
Email: alex.j@example.com
Phone: (555) 123-4567
Lead Source: Website Form
Assigned Agent: Jane Doe
Lead Details
Created: Aug 15, 2025 at 10:30 AM
Last Interaction: 2 days ago
Next Follow-up: Aug 25, 2025
Interactions: 5 total
Context is King: Property & Notes
Related Property
123 Ocean Drive
Miami, FL
$1,200,000
Notes
Client is pre-approved up to $1.5M.
Looking for a 3-bedroom with a pool.
Prefers modern architecture.
Available for showings on weekends.
The Complete History: Activity Timeline
Your Action Center: The Engagement Hub
Quick Actions
Lead Management
The Nurturing Pathway: Convert to Client
Lead Engagement Hub
Convert to Client (Nurture)
Move to long-term nurturing (e.g., 33 Touch).
The lead is now a client, ready for automated, long-term follow-up campaigns in your Client Hub.
The Transaction Pathway: Convert to Deal
Ready for a Transaction?
Turn this lead into an active deal opportunity.
MREA Campaign
Automate Your Follow-up
Assign a campaign to ensure consistent touchpoints.
MASTERY ACHIEVED!
You now command the Lead Detail page. Go forth and convert!
Lead Intelligence
Engagement Score
Key Insights
- Status: New Lead
- Next Action: Initial Contact
- Campaign: Not Assigned
Pro Tip
Welcome to the lead detail page, the central hub for all lead information and activity.