Lead detail
Everything you can do with a single lead.
Click any row in the Inbox (or a card in the Pipeline) to open the lead detail view at /crm/leads/<id>. This is where you do real work on a lead: read the full record, change stage and status, add notes, schedule follow-ups, and watch what your team has done.
Anatomy of the page
| Area | What lives there |
|---|---|
| Header | Lead name + contact info on the left, current stage chip on the right. A back link to ← Inbox sits above. |
| Possible duplicate banner | Appears (amber) only when another lead in your workspace shares this lead's email or phone. |
| Details | All structured contact fields HREF captured: email, phone, address, source, full UTM set. |
| Custom fields | Anything the API sent in the metadata blob, rendered as a key/value list. Industry-specific data (loan amount, case type, anything else) shows up here. |
| Activity timeline | Newest-first interleaved log of notes and system events: stage changes, status changes, tasks added, tasks completed, the original lead-creation event. |
| Add a note | A textarea + Add note button. Notes immediately appear in the timeline. |
| Right rail | Stage selector, Status selector, Tasks list with quick-add, and lead metadata (created/updated timestamps). |
Changing stage
Use the Stage dropdown in the right rail. Pick a stage from your tenant's pipeline. The change saves immediately, the badge in the header updates, and a Stage moved: From → To row appears in the activity timeline. Other team members on the same lead see the change in real time.
If you set the stage to No stage, the lead drops out of the kanban view but remains in the Inbox.
Changing status
The Status dropdown is independent of stage. Status is one of:
- New — default for fresh leads. Means "we haven't really worked it yet".
- Open — actively working it.
- Won — closed business.
- Lost — not happening.
Stage and status are deliberately separate so a lead can sit at the "Qualified" stage but be marked Won when the deal closes, without you having to invent a "Closed-Won" stage.
Status changes also write to the activity timeline.
Notes
The composer at the bottom of the main column writes a note attached to this lead. Anyone on the team can read all notes; only the original author can edit or delete their own (Phase 4 ships read-only display; edit/delete lands later).
Notes preserve line breaks. Markdown is not rendered in v1. Keep them short or paste a link to a doc.
Tasks
The Tasks card in the right rail is for follow-ups attached to this lead. Type a title and press Enter (or click outside) to add a new one. Click the checkbox to mark complete; click again to reopen. Completed tasks stay in the list until manually deleted (Phase 4 ships add + complete; delete lands later).
Tasks can also live on their own, not linked to a lead. Use the Tasks page in the top nav for those.
Adding or completing a task here writes a corresponding row to the activity timeline so you can see what happened when, even after a task is closed.
Possible duplicate banner
If the lead's email or phone matches another lead in your workspace, an amber banner shows up just under the header. v1 just tells you about the match. The actual merge UI is a v2 feature; for now you can manually pick which lead to keep working and mark the other as Lost.
Real-time
Every change to this lead, its notes, its activities, or its linked tasks reflects on every open instance of this page within seconds. If two team members are working the same lead, you see each other's edits without refreshing.
What's not in v1
Coming in later phases:
- Edit a lead's contact fields in place. v1 is read-only on the lead's structured fields. If a fix is critical, ask HREF.
- Delete a lead. Defer to v2.
- Edit/delete notes. Currently add-only.
- Reassign a lead to a specific team member. The data field exists; the UI lands when roles arrive (v2).
- Markdown in notes.
- Manual lead entry (the "+ Add lead" button from the inbox). Coming as a small follow-up phase.