Inspect Lead Details

View the lead fact sheet to display lead details.

From the lead fact sheet, you can:
  • View the start and closing dates, and sales stage.
  • View related information, such as account name, main contacts, responsible persons, sales representatives, sales managers, and more.
  • Drill down to view the fact sheet for a related prospect/account or contact.
  • View notes for this lead.
  • View line items for this lead.