Lead Profile

Lead profile showing the Personal Information Tab

Personal

The personal tab contains key information about your lead, including contact details, which club the lead has been allocated to, and the lead source. (Seen in above image)

Classes

If your lead has been allocated to any classes in the Planner, they will be visible in this tab.

Comments

Lead comments tab

In this tab, you can post comments about anything related to the lead. You can search messages, or delete them using the delete icon.