Preview a lead without leaving the list
Check who someone is in a side panel and keep your place on the list or board.
Table of Contents
Preview
On the list: hover over the lead and click the eye icon.
On the board: click ⋯ on the card and choose Preview lead.
Lead preview shows the photo or initials, name, status, email, phone, owner, source, location and labels. Click View record to open the full card, or close the panel to carry on.
On the board, Open lead opens the whole card in a side panel, so you keep your place.
Up next
Next, read Edit lead details in the list.