Lead details and scoring

Click any lead to open it.

• Stage buttons — move the lead along.
• Details — contact, company, source, value, probability, follow-up date, assignee, tags.
• Lead score — 0–100 with the reasons (see Lead scoring).
• Sequences — which nurture sequences the lead is in, and Add to a sequence.
• Timeline — every activity: form entries, social messages, emails and WhatsApp messages sent by sequences, calls and notes. Click Log activity to add a call, meeting, email or note; mark planned activities complete.
• Submission details — the original form answers, if the lead came from a form.

Leads from social conversations keep a link to the conversation; new messages from that person are added to the timeline automatically.