View the details of a lead

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Use the Details tab to add more information about your lead.

    Before you begin

    Role required: sales_agent

    Procedure

    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.
      Table 1. Details tab for lead
      Field Description
      Number System-generated number of your lead record.
      Lead Group Group to which your lead belongs.
      Owner The user persona who owns this lead.
      Industry The industry to which the lead belongs.
      Website Website of the business customer for your lead.
      Phone Mobile or 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 Originator of the lead.
      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.

    What to do next

    Add products to a lead.