Lead Detail Page
Everything you need to know about the full lead profile and activity timeline.
The Lead Detail page is your single source of truth for a contact — combining CRM data, AI insights, activity history, and all channel conversations.
Sections of the Lead Detail page
- Profile — Name, company, email, phone, source, tags, assigned member
- AI Score Panel — Intent score (0–100), score category (Hot/Warm/Cold), scoring rationale
- Pipeline Stage — Drag-to-change stage indicator
- Activity Timeline — Emails sent/opened/clicked, calls, AI replies, notes, stage changes
- Notes — Internal notes visible only to your team
- Conversations — Full thread from all channels (Email, WhatsApp, Chatbot)
- Linked Campaigns — Campaigns this lead is enrolled in
Quick actions
From the Lead Detail page you can: Send a manual email, Start an AI call, Enrol in a campaign, Generate a payment link, or Book a meeting — all without leaving the page.
Click the AI Score badge to see a detailed explanation of why the lead scored at that level, including which signals contributed most.
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