To open a lead page, click on the name of the required lead on the Leads page.
Fig. 1 shows an example of a lead page.
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Fig. 1. Lead page. About the Lead tab
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1. The bottom part of the page contains the actions history panel with the Comments and Actions buttons.
2. The Actions button provides a different set of options (fig. 2-5) depending on the lead status.
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Fig. 2. "New" lead. Actions button
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Fig. 3. "In work" lead. Actions button
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Fig. 4. "Qualified" or "Duplicate" lead. Actions button
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Fig. 5. "Unqualified" lead. Actions button
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Duplicate – mark an object as a duplicate of another object with the "Duplicate" status.
In work – set the "In work" status to the lead.
Unable to reach – set the "Unable to reach" status to the lead.
Failure – set the "Failure" status for the lead.
Add a comment – add a comment to the lead.
Edit – edit the lead. The editing form is similar to the creation form.
Delete – delete the lead.
Export vCard – export a business card of a lead in the vCard format.
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