Lead Detail Page – this page shows all information associated with a specific lead.
Sprocket button (on the Lead Detail Page) – This button opens a menu where the user can do the following:
Tasks Banner – Displays any incomplete Primary and Secondary tasks associated with the lead. Click on a task within this banner to view/edit the task’s details.
Notes Tab – Use this tab to add notes to a lead at any time. This tab also maintains a history of the lead including assignments, stage changes, and other activities associated with a lead.
Files Tab – Use this tab to add documents, pictures, and videos to a lead.
Samples Tab* – Use this tab to add product samples that have been checked out or ordered to a lead.
*This is an optional feature that can be added by pipeline.