Leads Detail Page
View the lead details such as the address, related activities, history, and campaigns. You can create and manage any of this information from the appropriate sub-panel.
- To edit the lead information, click Edit, make the necessary revisions, and click Save.
- To duplicate the information, click Duplicate. You can then make modifications to the record and save it as a different lead. The system displays the new record in the list on the Leads Home page.
- To delete the lead, click Delete.
- To track changes made to lead information over time, click the View Change Log link.
- To convert the lead to a contact, click Convert Lead. On the Convert Lead page, you can change the contact or account information. In the Related Records sub-panel, select the appropriate box to create an opportunity or an appointment.
- On the Convert Lead page, to associate a note or an attachment for the contact or the related account, click the Create Note or Attachment link.