Beginner
Find and review leads
Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…
Leads and records
Find leads, read a lead record and keep its notes and tasks current.
Beginner
Work with a lead record
The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…
Intermediate
Add a lead manually or with Smart Paste
The add-lead form creates a record and requests basic research. You need authorization to add the lead and start that processing. The submission button is Save…
Intermediate
Read and add lead notes
Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…
Intermediate
Review and update tasks for a lead
The lead's Tasks tab keeps its follow-up work alongside the record. Open the intended lead in the shared drawer and select Tasks. You need access to the record…
Intermediate
Review or correct lead fields
Edit exposes the current lead's contact, company, pipeline, ownership, and research context. Open the record in the shared lead drawer and select Edit. You…
Intermediate
Review contacts and linked leads
Contacts lists people attached to the current lead and relationships to other lead records. Open the intended lead in the shared drawer and choose Contacts…
Intermediate
Review documents attached to a lead
Documents shows files associated with the current lead. Open the intended record in the shared drawer and choose Documents. You need access to the record and…
Intermediate
Review a lead’s message history
Messages gathers available message history for the selected lead and offers channel-specific reply workflows. Open the lead drawer and select Messages. You…
Intermediate
Review email status for a lead
Emails shows recorded email activity for the lead, including scheduled items, verification entries, and message history. Open the intended record in the shared…
Intermediate
Review call history and recordings
Calls shows recorded call activity for the selected lead. Open the shared drawer and choose Calls. You need access to the record; playing a recording…
Intermediate
Understand a lead’s score history
Scoring explains the current score and the recorded changes behind it. Open the intended lead in the shared drawer and select Scoring where available. You need…
Intermediate
Read the lead activity timeline
Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select Activity. You need access to the record, and…
Advanced
Review a mass update before changing leads
Mass Update Leads changes one field across matching records. Use it only with authority to edit the intended lead population and a precise change request. This…
Beginner
Preview an existing document
The Document Viewer presents a file opened from an existing document workflow. It is not a document-upload form or a searchable library. You need permission to…