Docs · Leads & Prospecting

How do I open a lead and see its full history?

Click any prospect to open their profile with the full activity/conversation timeline.

Steps

  1. Click a prospect from the list, board, Command Center, or Hot Leads.
  2. The header shows phone (tap to dial), email, source, assigned rep, last contacted, and next follow-up.
  3. The Activity feed is the full history — filter it by Note, Email, SMS, Call, Meeting, or Task.
  4. Add a note under the Note tab. Calls placed from the page refresh the feed automatically.

Where this lives in the app

Open this screenOpens in the app

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