Get to know the lead card
Everything about one enquiry in one place: details, services, stage, owner and history.
Click a name on the list, or choose Open lead from a card's menu on the board. If the lead has no owner, the team list opens first so you can assign someone.
What's on the card
Title and services: rename the lead and use Add services to lead. The total value shows beneath.
Location and owner: click either to change it.
Mark As Won and Mark As Lost: close the lead either way.
Stage bar: click a stage to move the lead.
Details panel: click the pencil next to a field to edit it.
Lead highlights: create date, pipeline stage and last activity.
Notes and timeline: every note, activity, message and change.
What you see depends on your role, which may hide personal details or messages.
Up next
Next, read Deactivate a lead.