Lead Main View Page

The Lead Main View page displays tabs such as Lead, Address, Map, Events, Visits, and Comments.

Lead
Under Lead tab, you find Details, Summary, Notes, and Recent events.

• Details:

  Not all fields may be listed due to the obvious description.

Fields include:

Source – A way to categorize leads and can be used to identify the origin, for example: Tradeshow, Print mailing, Email Campaign.

Campaign – A way of conducting an activity to attract several contacts.

Linked to Contact/Linked to Company - A lead can be connected or promoted to a company/contact. See Link Lead to Contact/Company for more details.

• Notes list details the user entered with the data/time info for tracking purpose. User can enter the additional details such as follow up data if any progress is made.
• Recent Events list all recent auto tracked events when the Lead interacts with pages on your website. See Lead Score and Event Type for more details.
• Summary Badges displays the Lead Score badge and Website Visits badge. Click each badge to know more details on it.

Address tab contains the address of the lead.

Map tab allows you to view the location of the lead on a map. From the map you can view nearby leads, or plan a trip with the route planning feature.

Events tab is similar to Recent Events under the Details tab.

Visits tab lists the auto tracked website visit information. For more details, see Web Visitor Tracking for more information.

Comments user can input some comments against the Lead. Comments are a groupbox displaying the current comment while Notes under the Details tab has more historical data.