Add and view the details of a lead

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use the Details tab to add more information about your lead.

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All and select the lead that you’re working with.
    3. Fill in additional information on the Details tab.
      FieldsDescription
      Number System-generated number of your lead record.
      Lead Group Group to which your lead belongs to.
      Owner The user persona who owns the lead.
      Industry The industry to which the lead belongs to.
      Website Website of the business customer for your lead.
      Phone Mobile of business phone number.
      Stage Stage of your lead, such as New or Contacted or Nurturing or Qualified or Disqualified.
      Lead Type Type of lead, such as New Business or Existing Business.
      Lead Source Source of the lead generation.
      Account Account name for the lead.
      Lead Score Score for the lead.
      Contact Contact details of your lead.
      Lead Rating Ratings for the lead, such as, Cold, Warm, Hot, and Super Hot.
      Address Address of the lead account.
      Customer Preferences Preferences that are given by the lead account, such as, Do Not Call, Do Not Share, and Do Not Email.
      System Information System information such as, time of the lead creation and the user who has created the lead.
      Notes Work notes for the lead.
      To learn more, see Create a lead.
    4. Select Save.

    O que Fazer Depois

    Use the Product Catalog tab to add products to your lead. To learn more, see Add products to a lead.