Lead detail
A single lead's full record - fields, status, activity history and its linked job.
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Overview
Everything Tradie knows about one lead lives here - its fields, its status, the history of activity logged against it, and (once it’s won) the job it became.
What’s here
- Header - customer, job name and a status chip for the lead’s current stage
- Fields - division, work required, value, probability, sales person, and the linked job
- Activity history - every logged activity, newest first - see Log an activity
- Status controls - move the lead forward, put it On Hold, or close it out as Sold or Lost - see Change a lead’s status
- Linked job - search for and attach the ERP job this lead became - see Link a lead to a job
Editing
Update any of the fields, then click Save to persist them. Logging an activity or changing status are separate actions with their own buttons - see the links below.
See also
- The leads list - where you get here from
- Search for a customer - how the customer field works